True Link Financial 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 Q4	–	Sell	-5,313	Closed	-$471K	–	103
2023 Q3	$471K	Buy	5,313 +106	+2%	+$10.2K	0.06%	74
2023 Q2	$536K	Hold	5,207	–	–	0.06%	75
2023 Q1	$554K	Hold	5,207	–	–	0.07%	77
2022 Q4	$518K	Hold	5,207	–	–	0.07%	74
2022 Q3	$533K	Hold	5,207	–	–	0.08%	82
2022 Q2	$598K	Sell	5,207 -67	-1%	-$7.89K	0.09%	79
2022 Q1	$697K	Sell	5,274 -950	-15%	-$131K	0.1%	77
2021 Q4	$922K	Hold	6,224	–	–	0.12%	80
2021 Q3	$898K	Hold	6,224	–	–	0.12%	75
2021 Q2	$898K	Sell	6,224 -185	-3%	-$25.8K	0.13%	64
2021 Q1	$868K	Buy	6,409 +252	+4%	+$36.5K	0.13%	73
2020 Q4	$971K	Buy	+6,157	New	+$978K	0.15%	65