BWM
Bulltick 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 | $6.26M | Buy |
70,889
+23,192
| +49% | +$2.05M | 1.54% | 21 |
|
2025
Q1 | $4.34M | Buy |
47,697
+12,023
| +34% | +$1.09M | 1.15% | 27 |
|
2024
Q4 | $3.12M | Buy |
35,674
+314
| +0.9% | +$27.4K | 0.72% | 33 |
|
2024
Q3 | $3.47M | Sell |
35,360
-19,220
| -35% | -$1.89M | 0.84% | 35 |
|
2024
Q2 | $5.01M | Buy |
54,580
+17,065
| +45% | +$1.57M | 1.24% | 30 |
|
2024
Q1 | $3.55M | Buy |
37,515
+12,988
| +53% | +$1.23M | 0.61% | 44 |
|
2023
Q4 | $2.43M | Buy |
+24,527
| New | +$2.43M | 0.55% | 49 |
|