FIM
FWL Investment 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 | $60.9K | Sell |
690
-375
| -35% | -$33.1K | 0.02% | 144 |
|
|
2025
Q1 | $96.9K | Buy |
1,065
+690
| +184% | +$62.8K | 0.04% | 113 |
|
|
2024
Q4 | $32.7K | Sell |
375
-1,750
| -82% | -$153K | 0.01% | 171 |
|
|
2024
Q3 | $208K | Buy |
2,125
+536
| +34% | +$52.6K | 0.08% | 74 |
|
|
2024
Q2 | $146K | Sell |
1,589
-39,418
| -96% | -$3.62M | 0.07% | 57 |
|
|
2024
Q1 | $3.88M | Buy |
41,007
+2,999
| +8% | +$284K | 2.14% | 18 |
|
|
2023
Q4 | $3.76M | Sell |
38,008
-12,277
| -24% | -$1.21M | 2.19% | 18 |
|
|
2023
Q3 | $4.46M | Buy |
50,285
+1,437
| +3% | +$127K | 2.99% | 14 |
|
|
2023
Q2 | $5.03M | Buy |
+48,848
| New | +$5.03M | 3.43% | 11 |
|
|
2022
Q4 | – | Sell |
-90
| Closed | -$9K | – | 199 |
|
|
2022
Q3 | $9K | Buy |
+90
| New | +$9K | 0.01% | 52 |
|