EFG
Ethos Financial Group’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 | $357K | Sell |
4,044
-4,646
| -53% | -$410K | 0.03% | 312 |
|
|
2025
Q1 | $764K | Sell |
8,690
-1,123
| -11% | -$98.8K | 0.07% | 175 |
|
|
2024
Q4 | $857K | Sell |
9,813
-82,188
| -89% | -$7.18M | 0.11% | 113 |
|
|
2024
Q3 | $9.03M | Buy |
92,001
+2,748
| +3% | +$270K | 1.49% | 21 |
|
|
2024
Q2 | $8.19M | Buy |
89,253
+5,025
| +6% | +$461K | 1.44% | 23 |
|
|
2024
Q1 | $7.97M | Buy |
84,228
+4,531
| +6% | +$429K | 1.51% | 23 |
|
|
2023
Q4 | $7.88M | Buy |
79,697
+75,562
| +1,827% | +$7.47M | 1.68% | 14 |
|
|
2023
Q3 | $367K | Buy |
+4,135
| New | +$367K | 0.09% | 115 |
|