TCI Wealth Advisors’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 Q2	–	Sell	-31	Closed	-$3.3K	–	2049
2023 Q1	$3.3K	Buy	31 +2	+7%	+$209	﹤0.01%	1804
2022 Q4	$2.89K	Buy	29 +3	+12%	+$302	﹤0.01%	1876
2022 Q3	$3K	Sell	26 -38	-59%	-$4.28K	﹤0.01%	1845
2022 Q2	$7K	Buy	64 +41	+178%	+$4.83K	﹤0.01%	1291
2022 Q1	$3K	Buy	+23	New	+$3.17K	﹤0.01%	1921
2021 Q4	–	Sell	-45	Closed	-$6K	–	2521
2021 Q3	$6K	Buy	+45	New	+$6.68K	﹤0.01%	1514
2020 Q2	–	Sell	-497	Closed	-$82K	–	1660
2020 Q1	$82K	Buy	497 +470	+1,741%	+$70.1K	0.04%	234
2019 Q4	$4K	Buy	27 +2	+8%	+$278	﹤0.01%	953
2019 Q3	$4K	Sell	25 -209	-89%	-$29K	﹤0.01%	895
2019 Q2	$31K	Hold	234	–	–	0.01%	396
2019 Q1	$30K	Buy	+234	New	+$28.5K	0.01%	430
2015 Q4	–	Sell	-502	Closed	-$62K	–	1082
2015 Q3	$62K	Buy	502 +305	+155%	+$37K	0.04%	254
2015 Q2	$23K	Hold	197	–	–	0.01%	379
2015 Q1	$26K	Buy	+197	New	+$25.7K	0.02%	328
2014 Q1	–	Sell	-325	Closed	-$33K	–	915
2013 Q4	$33K	Buy	+325	New	+$34K	0.02%	290