AWM
Axxcess Wealth 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
Q2 | $9.19M | Buy |
104,184
+21,999
| +27% | +$1.94M | 0.22% | 88 |
|
|
2025
Q1 | $7.48M | Buy |
82,185
+7,570
| +10% | +$689K | 0.2% | 95 |
|
|
2024
Q4 | $6.52M | Sell |
74,615
-27,178
| -27% | -$2.37M | 0.16% | 115 |
|
|
2024
Q3 | $9.99M | Buy |
101,793
+46,034
| +83% | +$4.52M | 0.25% | 71 |
|
|
2024
Q2 | $5.12M | Sell |
55,759
-408
| -0.7% | -$37.4K | 0.14% | 135 |
|
|
2024
Q1 | $5.31M | Sell |
56,167
-1,828
| -3% | -$173K | 0.15% | 122 |
|
|
2023
Q4 | $5.73M | Sell |
57,995
-7,544
| -12% | -$746K | 0.17% | 118 |
|
|
2023
Q3 | $5.81M | Sell |
65,539
-80,351
| -55% | -$7.13M | 0.2% | 100 |
|
|
2023
Q2 | $15M | Buy |
145,890
+39,680
| +37% | +$4.08M | 1.09% | 15 |
|
|
2023
Q1 | $11.3M | Buy |
106,210
+85,595
| +415% | +$9.1M | 0.85% | 16 |
|
|
2022
Q4 | $2.05M | Sell |
20,615
-293
| -1% | -$29.2K | 0.17% | 123 |
|
|
2022
Q3 | $2.14M | Sell |
20,908
-1,863
| -8% | -$191K | 0.2% | 96 |
|
|
2022
Q2 | $2.62M | Buy |
+22,771
| New | +$2.62M | 0.24% | 86 |
|
|
2022
Q1 | – | Sell |
-38,278
| Closed | -$5.67M | – | 701 |
|
|
2021
Q4 | $5.67M | Buy |
+38,278
| New | +$5.67M | 0.41% | 50 |
|