Watts Gwilliam & Co’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 Q1	$4.8M	Sell	52,737 -1,182	-2%	-$108K	1.04%	25
2024 Q4	$4.63M	Sell	53,919 -4,021	-7%	-$345K	0.98%	23
2024 Q3	$5.5M	Buy	+57,940	New	+$5.5M	1.2%	20
2024 Q1	$3.98M	Buy	+43,773	New	+$3.98M	1.23%	18