BCM
Boltwood Capital 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 | $1.5M | Sell |
16,965
-870
| -5% | -$76.8K | 0.43% | 60 |
|
2025
Q1 | $1.62M | Buy |
17,835
+684
| +4% | +$62.3K | 0.49% | 55 |
|
2024
Q4 | $1.5M | Buy |
17,151
+1,595
| +10% | +$139K | 0.46% | 60 |
|
2024
Q3 | $1.53M | Sell |
15,556
-4
| -0% | -$392 | 0.45% | 61 |
|
2024
Q2 | $1.43M | Buy |
15,560
+565
| +4% | +$51.9K | 0.45% | 61 |
|
2024
Q1 | $1.42M | Buy |
14,995
+320
| +2% | +$30.3K | 0.44% | 62 |
|
2023
Q4 | $1.45M | Sell |
14,675
-15,020
| -51% | -$1.49M | 0.48% | 57 |
|
2023
Q3 | $2.63M | Sell |
29,695
-3,150
| -10% | -$279K | 0.98% | 27 |
|
2023
Q2 | $3.38M | Sell |
32,845
-2,875
| -8% | -$296K | 1.22% | 20 |
|
2023
Q1 | $3.8M | Buy |
35,720
+2,555
| +8% | +$272K | 1.42% | 18 |
|
2022
Q4 | $3.3M | Buy |
33,165
+7,043
| +27% | +$701K | 1.34% | 19 |
|
2022
Q3 | $2.68M | Buy |
26,122
+9,825
| +60% | +$1.01M | 1.23% | 19 |
|
2022
Q2 | $1.87M | Sell |
16,297
-4,813
| -23% | -$553K | 0.81% | 40 |
|
2022
Q1 | $2.79M | Buy |
21,110
+2,477
| +13% | +$327K | 1.08% | 26 |
|
2021
Q4 | $2.76M | Buy |
18,633
+7,983
| +75% | +$1.18M | 1.02% | 30 |
|
2021
Q3 | $1.54M | Buy |
10,650
+5,890
| +124% | +$850K | 0.62% | 50 |
|
2021
Q2 | $687K | Buy |
4,760
+2,015
| +73% | +$291K | 0.29% | 93 |
|
2021
Q1 | $372K | Buy |
2,745
+810
| +42% | +$110K | 0.17% | 120 |
|
2020
Q4 | $305K | Buy |
1,935
+420
| +28% | +$66.2K | 0.15% | 123 |
|
2020
Q3 | $247K | Buy |
+1,515
| New | +$247K | 0.14% | 131 |
|