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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$390K	Buy	4,422 +2,110	+91%	+$186K	0.08%	183
2025 Q1	$210K	Sell	2,312 -30,652	-93%	-$2.79M	0.07%	204
2024 Q4	$2.88M	Buy	32,964 +20,696	+169%	+$1.81M	1.04%	25
2024 Q3	$1.2M	Buy	12,268 +12,168	+12,168%	+$1.19M	0.64%	34
2024 Q2	$9.2K	Buy	+100	New	+$9.2K	﹤0.01%	463