WBH Advisory’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
2025 Q2	–	Sell	-3,237	Closed	-$295K	–	352
2025 Q1	$295K	Buy	+3,237	New	+$288K	0.03%	277
2024 Q2	–	Sell	-2,187	Closed	-$207K	–	317
2024 Q1	$207K	Sell	2,187 -541	-20%	-$51.2K	0.02%	303
2023 Q4	$270K	Sell	2,728 -3,473	-56%	-$314K	0.03%	275
2023 Q3	$550K	Sell	6,201 -705	-10%	-$67.8K	0.07%	194
2023 Q2	$711K	Sell	6,906 -2,652	-28%	-$275K	0.08%	175
2023 Q1	$1.02M	Buy	+9,558	New	+$1M	0.13%	148
2022 Q3	$563K	Buy	5,495 +1,748	+47%	+$197K	0.08%	188
2022 Q2	$429K	Sell	3,747 -5,140	-58%	-$605K	0.06%	212
2022 Q1	$1.08M	Sell	8,887 -557	-6%	-$76.8K	0.13%	140
2021 Q4	$1.4M	Sell	9,444 -6,879	-42%	-$1.01M	0.16%	125
2021 Q3	$2.36M	Buy	+16,323	New	+$2.42M	0.32%	71