AWS
Aspen Wealth Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,370
| Closed | -$625K | – | 87 |
|
|
2024
Q3 | $625K | Buy |
6,370
+47
| +0.7% | +$4.61K | 0.4% | 35 |
|
|
2024
Q2 | $596K | Sell |
6,323
-92
| -1% | -$8.67K | 0.41% | 34 |
|
|
2024
Q1 | $607K | Buy |
6,415
+31
| +0.5% | +$2.93K | 0.42% | 35 |
|
|
2023
Q4 | $631K | Buy |
+6,384
| New | +$631K | 0.46% | 37 |
|