CWA
Consilio 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
Q2 | $2.95M | Sell |
33,713
-3,873
| -10% | -$338K | 1.05% | 19 |
|
|
2025
Q1 | $3.42M | Buy |
37,586
+6,515
| +21% | +$593K | 1.43% | 15 |
|
|
2024
Q4 | $2.71M | Buy |
31,071
+1,315
| +4% | +$115K | 1.11% | 19 |
|
|
2024
Q3 | $2.92M | Buy |
29,756
+926
| +3% | +$90.8K | 1.2% | 20 |
|
|
2024
Q2 | $2.65M | Buy |
28,830
+840
| +3% | +$77.1K | 1.19% | 19 |
|
|
2024
Q1 | $2.65M | Sell |
27,990
-2,743
| -9% | -$260K | 1.24% | 16 |
|
|
2023
Q4 | $3.04M | Buy |
30,733
+3,414
| +12% | +$338K | 1.54% | 15 |
|
|
2023
Q3 | $2.32M | Buy |
27,319
+378
| +1% | +$32.2K | 1.35% | 16 |
|
|
2023
Q2 | $2.77M | Buy |
26,941
+426
| +2% | +$43.9K | 1.53% | 16 |
|
|
2023
Q1 | $2.82M | Buy |
+26,515
| New | +$2.82M | 1.6% | 18 |
|