FWM
Foguth 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 | $5.99M | Sell |
67,890
-50,831
| -43% | -$4.49M | 1.28% | 22 |
|
|
2025
Q1 | $10.8M | Buy |
118,721
+109,526
| +1,191% | +$9.97M | 2.62% | 8 |
|
|
2024
Q4 | $802K | Buy |
9,195
+3,244
| +55% | +$283K | 0.21% | 66 |
|
|
2024
Q3 | $565K | Buy |
5,951
+62
| +1% | +$5.89K | 0.21% | 67 |
|
|
2024
Q2 | $541K | Sell |
5,889
-313
| -5% | -$28.7K | 0.24% | 62 |
|
|
2024
Q1 | $587K | Buy |
+6,202
| New | +$587K | 0.31% | 61 |
|