CTWM
Cherry Tree 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 | $39.3K | Hold |
445
| – | – | 0.01% | 275 |
|
|
2025
Q1 | $40.5K | Hold |
445
| – | – | 0.01% | 272 |
|
|
2024
Q4 | $38.9K | Hold |
445
| – | – | 0.01% | 270 |
|
|
2024
Q3 | $43.7K | Hold |
445
| – | – | 0.01% | 268 |
|
|
2024
Q2 | $40.8K | Hold |
445
| – | – | 0.01% | 265 |
|
|
2024
Q1 | $42.1K | Hold |
445
| – | – | 0.01% | 262 |
|
|
2023
Q4 | $44K | Buy |
+445
| New | +$44K | 0.01% | 245 |
|