DWM
Diversify Wealth Management’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 | – | Sell |
-6,404
| Closed | -$578K | – | 552 |
|
|
2025
Q1 | $578K | Buy |
6,404
+1,817
| +40% | +$164K | 0.04% | 332 |
|
|
2024
Q4 | $392K | Sell |
4,587
-7,290
| -61% | -$623K | 0.03% | 387 |
|
|
2024
Q3 | $1.09M | Sell |
11,877
-509
| -4% | -$46.9K | 0.11% | 187 |
|
|
2024
Q2 | $1.22M | Buy |
+12,386
| New | +$1.22M | 0.15% | 139 |
|