CWA
Clearview 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 |
-8,131
| Closed | -$710K | – | 104 |
|
|
2024
Q4 | $710K | Sell |
8,131
-955
| -11% | -$83.4K | 0.54% | 39 |
|
|
2024
Q3 | $891K | Buy |
9,086
+807
| +10% | +$79.2K | 0.69% | 31 |
|
|
2024
Q2 | $760K | Sell |
8,279
-18,554
| -69% | -$1.7M | 0.66% | 35 |
|
|
2024
Q1 | $2.54M | Buy |
26,833
+19,972
| +291% | +$1.89M | 2.59% | 7 |
|
|
2023
Q4 | $678K | Buy |
6,861
+767
| +13% | +$75.8K | 0.79% | 46 |
|
|
2023
Q3 | $540K | Sell |
6,094
-16,281
| -73% | -$1.44M | 0.67% | 57 |
|
|
2023
Q2 | $2.3M | Buy |
+22,375
| New | +$2.3M | 2.34% | 7 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$1.2K | – | 714 |
|
|
2022
Q4 | $1.2K | Sell |
12
-102
| -89% | -$10.2K | ﹤0.01% | 516 |
|
|
2022
Q3 | $12K | Sell |
114
-16
| -12% | -$1.68K | 0.01% | 317 |
|
|
2022
Q2 | $15K | Buy |
130
+1
| +0.8% | +$115 | 0.01% | 314 |
|
|
2022
Q1 | $17K | Hold |
129
| – | – | 0.01% | 320 |
|
|
2021
Q4 | $19K | Hold |
129
| – | – | 0.01% | 341 |
|
|
2021
Q3 | $19K | Buy |
129
+1
| +0.8% | +$147 | 0.01% | 347 |
|
|
2021
Q2 | $19K | Sell |
128
-232
| -64% | -$34.4K | 0.01% | 351 |
|
|
2021
Q1 | $49K | Buy |
360
+77
| +27% | +$10.5K | 0.03% | 230 |
|
|
2020
Q4 | $45K | Buy |
+283
| New | +$45K | 0.03% | 206 |
|