APW
Austin Private Wealth’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
Q2 | $699K | Sell |
7,924
-18,639
| -70% | -$1.64M | 0.06% | 138 |
|
|
2025
Q1 | $2.42M | Sell |
26,563
-112,371
| -81% | -$10.2M | 0.22% | 58 |
|
|
2024
Q4 | $12.1M | Buy |
138,934
+7,813
| +6% | +$682K | 1.12% | 22 |
|
|
2024
Q3 | $12.9M | Buy |
131,121
+42,080
| +47% | +$4.13M | 1.24% | 21 |
|
|
2024
Q2 | $8.17M | Buy |
89,041
+7,389
| +9% | +$678K | 0.88% | 25 |
|
|
2024
Q1 | $7.51M | Sell |
81,652
-15,428
| -16% | -$1.42M | 0.86% | 25 |
|
|
2023
Q4 | $9.6M | Buy |
97,080
+15,377
| +19% | +$1.52M | 1.21% | 22 |
|
|
2023
Q3 | $7.25M | Buy |
+81,703
| New | +$7.25M | 1.05% | 23 |
|