Tiller Private 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
2026 Q1	$1.03M	Sell	11,912 -9,079	-43%	-$798K	0.37%	18
2025 Q4	$1.83M	Sell	20,991 -33,032	-61%	-$2.95M	0.65%	18
2025 Q3	$4.83M	Sell	54,023 -6,280	-10%	-$549K	1.72%	13
2025 Q2	$5.32M	Sell	60,303 -4,315	-7%	-$376K	2.02%	13
2025 Q1	$5.88M	Sell	64,618 -4,782	-7%	-$426K	2.45%	12
2024 Q4	$6.06M	Buy	69,400 +240	+0.3%	+$22.1K	2.57%	12
2024 Q3	$6.78M	Buy	69,160 +668	+1%	+$64.4K	2.81%	12
2024 Q2	$6.29M	Buy	68,492 +1,050	+2%	+$95.7K	2.76%	12
2024 Q1	$6.38M	Buy	67,442 +7,597	+13%	+$719K	2.85%	12
2023 Q4	$5.92M	Buy	59,845 +8,170	+16%	+$738K	2.96%	13
2023 Q3	$4.58M	Buy	51,675 +28,360	+122%	+$2.73M	2.49%	13
2023 Q2	$2.4M	Buy	+23,315	New	+$2.42M	1.31%	15