SVB Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,793	Closed	-$336K	–	942
2023 Q3	$336K	Buy	+3,793	New	+$365K	0.01%	581
2022 Q4	–	Sell	-5,862	Closed	-$600K	–	1094
2022 Q3	$600K	Buy	+5,862	New	+$660K	0.01%	481
2020 Q4	–	Sell	-1,486	Closed	-$243K	–	883
2020 Q3	$243K	Buy	1,486 +97	+7%	+$16.1K	﹤0.01%	577
2020 Q2	$228K	Sell	1,389 -648	-32%	-$107K	﹤0.01%	515
2020 Q1	$336K	Sell	2,037 -1,083	-35%	-$161K	0.01%	375
2019 Q4	$423K	Sell	3,120 -557	-15%	-$77.5K	0.01%	439
2019 Q3	$526K	Buy	3,677 +2,019	+122%	+$281K	0.01%	369
2019 Q2	$220K	Buy	+1,658	New	+$211K	0.01%	488