FAM
Formidable Asset 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 | $2.05M | Hold |
22,549
| – | – | 0.34% | 54 |
|
|
2025
Q1 | $2.05M | Sell |
22,549
-2,344
| -9% | -$213K | 0.34% | 54 |
|
|
2024
Q4 | $2M | Sell |
24,893
-4,912
| -16% | -$395K | 0.33% | 60 |
|
|
2024
Q3 | $2.92M | Buy |
29,805
+2,575
| +9% | +$253K | 0.47% | 39 |
|
|
2024
Q2 | $2.5M | Buy |
27,230
+13,790
| +103% | +$1.27M | 0.4% | 42 |
|
|
2024
Q1 | $1.27M | Buy |
+13,440
| New | +$1.27M | 0.21% | 100 |
|