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Bellwether Advisors’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 | $13.9K | Hold |
158
| – | – | ﹤0.01% | 337 |
|
|
2025
Q1 | $14.4K | Hold |
158
| – | – | ﹤0.01% | 297 |
|
|
2024
Q4 | $13.8K | Buy |
+158
| New | +$13.8K | ﹤0.01% | 312 |
|
|
2023
Q2 | – | Sell |
-158
| Closed | -$16.8K | – | 428 |
|
|
2023
Q1 | $16.8K | Sell |
158
-10
| -6% | -$1.06K | ﹤0.01% | 253 |
|
|
2022
Q4 | $16.7K | Sell |
168
-64
| -28% | -$6.37K | ﹤0.01% | 252 |
|
|
2022
Q3 | $23K | Hold |
232
| – | – | 0.01% | 209 |
|
|
2022
Q2 | $26K | Hold |
232
| – | – | 0.01% | 201 |
|
|
2022
Q1 | $30K | Buy |
232
+31
| +15% | +$4.01K | 0.01% | 222 |
|
|
2021
Q4 | $29K | Sell |
201
-1,807
| -90% | -$261K | 0.01% | 243 |
|
|
2021
Q3 | $289K | Hold |
2,008
| – | – | 0.1% | 131 |
|
|
2021
Q2 | $289K | Sell |
2,008
-30
| -1% | -$4.32K | 0.1% | 115 |
|
|
2021
Q1 | $276K | Hold |
2,038
| – | – | 0.11% | 99 |
|
|
2020
Q4 | $321K | Buy |
+2,038
| New | +$321K | 0.14% | 90 |
|