Unique Wealth’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	–	Sell	-19,010	Closed	-$1.73M	–	177
2025 Q1	$1.73M	Buy	19,010 +4,174	+28%	+$380K	0.33%	65
2024 Q4	$1.3M	Buy	14,836 +9,079	+158%	+$793K	0.27%	63
2024 Q3	$565K	Buy	+5,757	New	+$565K	0.13%	75