EWA
Etesian 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 | $1.57M | Sell |
17,752
-1,414
| -7% | -$125K | 0.58% | 46 |
|
|
2025
Q1 | $1.74M | Buy |
19,166
+2,006
| +12% | +$183K | 0.75% | 36 |
|
|
2024
Q4 | $1.5M | Buy |
17,160
+1,394
| +9% | +$122K | 0.66% | 43 |
|
|
2024
Q3 | $1.55M | Buy |
15,766
+10,274
| +187% | +$1.01M | 0.7% | 41 |
|
|
2024
Q2 | $504K | Buy |
+5,492
| New | +$504K | 0.28% | 91 |
|