CA
CWC 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 | $5.65M | Buy |
64,003
+1,278
| +2% | +$113K | 2.92% | 7 |
|
|
2025
Q1 | $5.71M | Buy |
62,725
+48,341
| +336% | +$4.4M | 3.25% | 7 |
|
|
2024
Q4 | $1.26M | Sell |
14,384
-10,089
| -41% | -$881K | 1.25% | 19 |
|
|
2024
Q3 | $2.4M | Buy |
+24,473
| New | +$2.4M | 2.37% | 8 |
|