WealthPLAN Partners’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 Q1	–	Sell	-7,702	Closed	-$673K	–	258
2024 Q4	$673K	Buy	7,702 +96	+1%	+$8.84K	0.1%	147
2024 Q3	$746K	Sell	7,606 -7,213	-49%	-$696K	0.1%	141
2024 Q2	$1.36M	Buy	14,819 +281	+2%	+$25.6K	0.15%	130
2024 Q1	$1.38M	Sell	14,538 -395	-3%	-$37.4K	0.14%	139
2023 Q4	$1.48M	Buy	14,933 +7,476	+100%	+$675K	0.15%	136
2023 Q3	$661K	Buy	7,457 +7,401	+13,216%	+$711K	0.08%	172
2023 Q2	$5.76K	Hold	56	–	–	﹤0.01%	881
2023 Q1	$5.96K	Sell	56 -18,064	-100%	-$1.89M	﹤0.01%	971
2022 Q4	$1.88M	Buy	+18,120	New	+$1.83M	0.13%	126
2022 Q1	$2.16M	Buy	18,068 +4,068	+29%	+$561K	0.15%	118
2021 Q4	$1.99M	Hold	14,000	–	–	0.13%	120
2021 Q3	$2.11M	Sell	14,000 -2	-0%	-$297	0.14%	116
2021 Q2	$2.05M	Buy	14,002 +2	+0%	+$279	0.14%	107
2021 Q1	$1.95M	Hold	14,000	–	–	0.15%	103
2020 Q4	$2.09M	Hold	14,000	–	–	0.18%	93
2020 Q3	$2.22M	Hold	14,000	–	–	0.22%	88
2020 Q2	$2.29M	Buy	+14,000	New	+$2.3M	0.24%	83
2016 Q3	–	Sell	-1,607	Closed	-$223	–	1071
2016 Q2	$223	Buy	+1,607	New	+$212K	﹤0.01%	2408
2015 Q2	–	Sell	-77	Closed	-$10K	–	505
2015 Q1	$10K	Buy	+77	New	+$10K	﹤0.01%	380