DWA
Divergent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.07M | Buy |
10,869
+117
| +1% | +$11.5K | 0.19% | 13 |
|
|
2024
Q2 | $987K | Buy |
10,752
+887
| +9% | +$81.4K | 0.19% | 13 |
|
|
2024
Q1 | $933K | Buy |
9,865
+35
| +0.4% | +$3.31K | 0.19% | 14 |
|
|
2023
Q4 | $972K | Buy |
9,830
+6,208
| +171% | +$614K | 0.2% | 15 |
|
|
2023
Q3 | $321K | Buy |
3,622
+793
| +28% | +$70.3K | 0.07% | 25 |
|
|
2023
Q2 | $291K | Buy |
2,829
+147
| +5% | +$15.1K | 0.06% | 24 |
|
|
2023
Q1 | $285K | Buy |
2,682
+561
| +26% | +$59.7K | 0.07% | 25 |
|
|
2022
Q4 | $211K | Buy |
+2,121
| New | +$211K | 0.05% | 29 |
|