SYM Financial Corp’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
2025 Q2	–	Sell	-800	Closed	-$72.8K	–	444
2025 Q1	$72.8K	Buy	800 +645	+416%	+$57.4K	0.01%	298
2024 Q4	$13.5K	Buy	+155	New	+$14.3K	﹤0.01%	310
2023 Q4	–	Sell	-2,152	Closed	-$191K	–	200
2023 Q3	$191K	Hold	2,152	–	–	0.03%	91
2023 Q2	$222K	Hold	2,152	–	–	0.04%	59
2023 Q1	$229K	Hold	2,152	–	–	0.05%	53
2022 Q4	$214K	Sell	2,152 -81	-4%	-$8.16K	0.05%	62
2022 Q3	$229K	Hold	2,233	–	–	0.11%	53
2022 Q2	$257K	Buy	2,233 +310	+16%	+$36.5K	0.12%	49
2022 Q1	$254K	Buy	1,923 +724	+60%	+$99.9K	0.11%	50
2021 Q4	$178K	Hold	1,199	–	–	0.07%	57
2021 Q3	$173K	Hold	1,199	–	–	0.1%	55
2021 Q2	$173K	Buy	+1,199	New	+$167K	0.1%	50
2020 Q4	–	Sell	-11	Closed	-$2K	–	87
2020 Q3	$2K	Buy	+11	New	+$1.82K	﹤0.01%	75
2020 Q1	–	Sell	-70	Closed	-$9K	–	90
2019 Q4	$9K	Buy	+70	New	+$9.74K	0.01%	85