FWP
Firethorn Wealth Partners’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 | $262K | Sell |
2,963
-521
| -15% | -$46K | 0.11% | 139 |
|
|
2025
Q1 | $317K | Sell |
3,484
-6,285
| -64% | -$572K | 0.15% | 123 |
|
|
2024
Q4 | $853K | Sell |
9,769
-147
| -1% | -$12.8K | 0.42% | 52 |
|
|
2024
Q3 | $973K | Sell |
9,916
-2,035
| -17% | -$200K | 0.49% | 44 |
|
|
2024
Q2 | $1.1M | Sell |
11,951
-1,298
| -10% | -$119K | 0.62% | 37 |
|
|
2024
Q1 | $1.25M | Sell |
13,249
-899
| -6% | -$85.1K | 0.74% | 31 |
|
|
2023
Q4 | $1.4M | Buy |
14,148
+774
| +6% | +$76.5K | 0.92% | 25 |
|
|
2023
Q3 | $1.19M | Buy |
+13,374
| New | +$1.19M | 0.91% | 25 |
|
|
2022
Q4 | – | Sell |
-2,502
| Closed | -$256K | – | 138 |
|
|
2022
Q3 | $256K | Buy |
+2,502
| New | +$256K | 0.24% | 93 |
|
|
2022
Q2 | – | Sell |
-1,865
| Closed | -$246K | – | 143 |
|
|
2022
Q1 | $246K | Buy |
+1,865
| New | +$246K | 0.19% | 109 |
|
|
2021
Q1 | – | Sell |
-2,475
| Closed | -$390K | – | 145 |
|
|
2020
Q4 | $390K | Buy |
+2,475
| New | +$390K | 0.42% | 55 |
|