ACM
Ashford Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,153
| Closed | -$363K | – | 108 |
|
|
2024
Q4 | $363K | Sell |
4,153
-8,451
| -67% | -$738K | 0.04% | 91 |
|
|
2024
Q3 | $1.24M | Sell |
12,604
-8,949
| -42% | -$878K | 0.15% | 74 |
|
|
2024
Q2 | $1.98M | Sell |
21,553
-9,082
| -30% | -$834K | 0.27% | 61 |
|
|
2024
Q1 | $2.9M | Buy |
30,635
+679
| +2% | +$64.2K | 0.39% | 49 |
|
|
2023
Q4 | $2.96M | Sell |
29,956
-10,117
| -25% | -$1M | 0.4% | 49 |
|
|
2023
Q3 | $3.55M | Buy |
40,073
+10,033
| +33% | +$890K | 0.52% | 42 |
|
|
2023
Q2 | $3.09M | Sell |
30,040
-8,837
| -23% | -$910K | 0.43% | 41 |
|
|
2023
Q1 | $4.14M | Sell |
38,877
-41,837
| -52% | -$4.45M | 0.62% | 39 |
|
|
2022
Q4 | $8.04M | Sell |
80,714
-6,667
| -8% | -$664K | 1.25% | 30 |
|
|
2022
Q3 | $8.95M | Buy |
+87,381
| New | +$8.95M | 1.37% | 28 |
|