Washington Trust 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
2024 Q4	–	Sell	-1,487	Closed	-$146K	–	687
2024 Q3	$146K	Hold	1,487	–	–	0.01%	227
2024 Q2	$136K	Sell	1,487 -374	-20%	-$34.1K	0.01%	223
2024 Q1	$176K	Hold	1,861	–	–	0.02%	206
2023 Q4	$184K	Sell	1,861 -14	-0.7%	-$1.26K	0.02%	206
2023 Q3	$166K	Buy	1,875 +184	+11%	+$17.7K	0.02%	200
2023 Q2	$174K	Buy	1,691 +151	+10%	+$15.7K	0.02%	189
2023 Q1	$164K	Sell	1,540 -1,569	-50%	-$164K	0.02%	192
2022 Q4	$310K	Sell	3,109 -1,333	-30%	-$134K	0.03%	142
2022 Q3	$455K	Buy	4,442 +37	+0.8%	+$4.17K	0.04%	137
2022 Q2	$506K	Buy	4,405 +260	+6%	+$30.6K	0.04%	134
2022 Q1	$547K	Buy	+4,145	New	+$572K	0.04%	145