BWS
Buck Wealth Strategies’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 | $574K | Sell |
6,500
-1,083
| -14% | -$95.6K | 0.09% | 91 |
|
|
2025
Q1 | $690K | Sell |
7,583
-214,957
| -97% | -$19.6M | 0.13% | 78 |
|
|
2024
Q4 | $19.4M | Buy |
222,540
+122,404
| +122% | +$10.7M | 4.04% | 2 |
|
|
2024
Q3 | $9.82M | Sell |
100,136
-1,672
| -2% | -$164K | 3.09% | 5 |
|
|
2024
Q2 | $9.34M | Buy |
101,808
+98,222
| +2,739% | +$9.01M | 2.76% | 10 |
|
|
2024
Q1 | $339K | Sell |
3,586
-63,805
| -95% | -$6.04M | 0.12% | 68 |
|
|
2023
Q4 | $6.66M | Buy |
67,391
+29,821
| +79% | +$2.95M | 2.47% | 25 |
|
|
2023
Q3 | $3.33M | Buy |
+37,570
| New | +$3.33M | 1.34% | 40 |
|
|
2022
Q3 | $2.57M | Buy |
+28,944
| New | +$2.57M | 1.2% | 41 |
|