BWCS
Beirne Wealth Consulting Services’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 | $3.67M | Sell |
41,598
-184
| -0.4% | -$16.2K | 1.19% | 24 |
|
2025
Q1 | $3.8M | Buy |
41,782
+518
| +1% | +$47.2K | 1.36% | 21 |
|
2024
Q4 | $3.6M | Sell |
41,264
-183
| -0.4% | -$16K | 1.3% | 22 |
|
2024
Q3 | $4.07M | Buy |
41,447
+531
| +1% | +$52.1K | 1.43% | 19 |
|
2024
Q2 | $3.76M | Buy |
40,916
+7,213
| +21% | +$662K | 1.51% | 20 |
|
2024
Q1 | $3.19M | Buy |
33,703
+175
| +0.5% | +$16.6K | 1.35% | 21 |
|
2023
Q4 | $3.32M | Buy |
33,528
+12,903
| +63% | +$1.28M | 1.64% | 14 |
|
2023
Q3 | $2.12M | Hold |
20,625
| – | – | 1.69% | 13 |
|
2023
Q2 | $2.12M | Buy |
20,625
+4,942
| +32% | +$509K | 1.69% | 13 |
|
2023
Q1 | $1.67M | Buy |
15,683
+502
| +3% | +$53.4K | 1.17% | 17 |
|
2022
Q4 | $1.51M | Buy |
+15,181
| New | +$1.51M | 0.74% | 22 |
|