EWA
ERTS 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 | $1.4M | Sell |
15,908
-14,675
| -48% | -$1.3M | 0.48% | 17 |
|
|
2025
Q1 | $2.78M | Buy |
30,583
+214
| +0.7% | +$19.5K | 0.54% | 19 |
|
|
2024
Q4 | $2.65M | Sell |
30,369
-18
| -0.1% | -$1.57K | 0.5% | 19 |
|
|
2024
Q3 | $2.98M | Sell |
30,387
-1,992
| -6% | -$195K | 0.56% | 19 |
|
|
2024
Q2 | $2.97M | Buy |
32,379
+1,505
| +5% | +$138K | 0.6% | 18 |
|
|
2024
Q1 | $2.92M | Buy |
+30,874
| New | +$2.92M | 0.6% | 17 |
|