CWM
Cedar 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 | $282K | Buy |
3,193
+267
| +9% | +$23.6K | 0.1% | 64 |
|
|
2025
Q1 | $266K | Buy |
+2,926
| New | +$266K | 0.09% | 70 |
|
|
2024
Q3 | – | Sell |
-2,317
| Closed | -$213K | – | 302 |
|
|
2024
Q2 | $213K | Sell |
2,317
-39
| -2% | -$3.58K | 0.07% | 100 |
|
|
2024
Q1 | $223K | Sell |
2,356
-54
| -2% | -$5.11K | 0.07% | 106 |
|
|
2023
Q4 | $238K | Sell |
2,410
-4,820
| -67% | -$477K | 0.09% | 100 |
|
|
2023
Q3 | $641K | Hold |
7,230
| – | – | 0.25% | 56 |
|
|
2023
Q2 | $744K | Hold |
7,230
| – | – | 0.29% | 48 |
|
|
2023
Q1 | $769K | Hold |
7,230
| – | – | 0.31% | 45 |
|
|
2022
Q4 | $720K | Sell |
7,230
-4,242
| -37% | -$422K | 0.36% | 40 |
|
|
2022
Q3 | $1.18M | Sell |
11,472
-607
| -5% | -$62.2K | 0.58% | 28 |
|
|
2022
Q2 | $1.39M | Sell |
12,079
-4,906
| -29% | -$564K | 0.64% | 28 |
|
|
2022
Q1 | $2.24M | Buy |
16,985
+15,595
| +1,122% | +$2.06M | 0.91% | 21 |
|
|
2021
Q4 | $206K | Buy |
+1,390
| New | +$206K | 0.08% | 122 |
|