CWA
Clarus Wealth Advisors’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
Q1 | – | Sell |
-4,160
| Closed | -$355K | – | 136 |
|
|
2024
Q4 | $355K | Sell |
4,160
-76
| -2% | -$6.49K | 0.18% | 90 |
|
|
2024
Q3 | $402K | Sell |
4,236
-195
| -4% | -$18.5K | 0.2% | 86 |
|
|
2024
Q2 | $410K | Sell |
4,431
-451
| -9% | -$41.8K | 0.22% | 84 |
|
|
2024
Q1 | $440K | Sell |
4,882
-13,206
| -73% | -$1.19M | 0.25% | 81 |
|
|
2023
Q4 | $1.7M | Buy |
+18,088
| New | +$1.7M | 1% | 25 |
|
|
2023
Q2 | $2.54M | Buy |
25,686
+2,513
| +11% | +$249K | 1.55% | 16 |
|
|
2023
Q1 | $2.51M | Buy |
23,173
+13,611
| +142% | +$1.48M | 1.58% | 16 |
|
|
2022
Q4 | $994K | Buy |
+9,562
| New | +$994K | 0.65% | 37 |
|
|
2020
Q3 | – | Sell |
-3,084
| Closed | -$510K | – | 136 |
|
|
2020
Q2 | $510K | Buy |
3,084
+514
| +20% | +$85K | 0.43% | 48 |
|
|
2020
Q1 | $433K | Buy |
+2,570
| New | +$433K | 0.43% | 70 |
|
|
2018
Q3 | – | Sell |
-15
| Closed | -$2K | – | 767 |
|
|
2018
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 684 |
|