Tradition Wealth Management’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 Q1	–	Sell	-14,848	Closed	-$1.3M	–	455
2024 Q4	$1.3M	Sell	14,848 -128	-0.9%	-$11.8K	0.11%	144
2024 Q3	$1.47M	Sell	14,976 -3,860	-20%	-$372K	0.13%	135
2024 Q2	$1.73M	Buy	18,836 +40	+0.2%	+$3.65K	0.17%	114
2024 Q1	$1.78M	Sell	18,796 -3,016	-14%	-$285K	0.18%	111
2023 Q4	$2.16M	Sell	21,812 -14,948	-41%	-$1.35M	0.23%	82
2023 Q3	$3.26M	Buy	36,760 +27,304	+289%	+$2.62M	0.39%	59
2023 Q2	$973K	Buy	9,456 +9,338	+7,914%	+$969K	0.11%	122
2023 Q1	$13K	Buy	+118	New	+$12.3K	﹤0.01%	943
2022 Q2	–	Sell	-1,425	Closed	-$188K	–	1152
2022 Q1	$188K	Buy	1,425 +1,328	+1,369%	+$183K	0.02%	304
2021 Q4	$14K	Sell	97 -1	-1%	-$147	﹤0.01%	825
2021 Q3	$14K	Hold	98	–	–	﹤0.01%	825
2021 Q2	$14K	Buy	+98	New	+$13.7K	﹤0.01%	861
2021 Q1	–	Sell	-2,657	Closed	-$419K	–	1017
2020 Q4	$419K	Buy	+2,657	New	+$422K	0.08%	163