West Branch Capital’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
2026 Q2	$18.4K	Buy	213 +3	+1%	+$258	﹤0.01%	196
2026 Q1	$18.2K	Buy	210 +1	+0.5%	+$88	﹤0.01%	187
2025 Q4	$18.2K	Buy	209 +3	+1%	+$268	﹤0.01%	199
2025 Q3	$18.4K	Buy	206 +2	+1%	+$175	﹤0.01%	210
2025 Q2	$18K	Buy	204 +3	+1%	+$262	0.01%	215
2025 Q1	$18.3K	Sell	201 -216	-52%	-$19.2K	0.01%	236
2024 Q4	$36.4K	Buy	417 +203	+95%	+$18.7K	0.01%	176
2024 Q3	$21K	Buy	214 +2	+0.9%	+$193	0.01%	220
2024 Q2	$19.4K	Buy	212 +2	+1%	+$182	0.01%	225
2024 Q1	$19.8K	Buy	210 +2	+1%	+$189	0.01%	228
2023 Q4	$20.6K	Sell	208 -319	-61%	-$28.8K	0.01%	218
2023 Q3	$46.7K	Buy	527 +5	+1%	+$481	0.02%	167
2023 Q2	$53.8K	Buy	522 +4	+0.8%	+$415	0.03%	159
2023 Q1	$55.1K	Buy	518 +2	+0.4%	+$209	0.03%	159
2022 Q4	$51.4K	Buy	516 +54	+12%	+$5.44K	0.03%	162
2022 Q3	$47K	Buy	462 +2	+0.4%	+$225	0.03%	167
2022 Q2	$53K	Buy	460 +52	+13%	+$6.12K	0.03%	165
2022 Q1	$54K	Hold	408	–	–	0.03%	182
2021 Q4	$60K	Buy	408 +2	+0.5%	+$295	0.03%	190
2021 Q3	$59K	Buy	406 +1	+0.2%	+$148	0.03%	182
2021 Q2	$58K	Buy	+405	New	+$56.5K	0.03%	186
2020 Q4	–	Sell	-1,256	Closed	-$205K	–	93
2020 Q3	$205K	Buy	1,256 +4	+0.3%	+$663	0.13%	83
2020 Q2	$205K	Buy	+1,252	New	+$206K	0.14%	82

Other funds holding TLT