BWM
BCGM 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 | $462K | Sell |
5,235
-121
| -2% | -$10.7K | 0.13% | 108 |
|
|
2025
Q1 | $488K | Sell |
5,356
-32,795
| -86% | -$2.99M | 0.15% | 99 |
|
|
2024
Q4 | $3.33M | Buy |
38,151
+6,789
| +22% | +$593K | 1.06% | 28 |
|
|
2024
Q3 | $3.08M | Sell |
31,362
-42
| -0.1% | -$4.12K | 1% | 30 |
|
|
2024
Q2 | $2.88M | Buy |
31,404
+3,430
| +12% | +$315K | 1% | 29 |
|
|
2024
Q1 | $2.65M | Buy |
+27,974
| New | +$2.65M | 0.95% | 36 |
|