GWP
Gateway 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 | $251K | Buy |
+2,841
| New | +$251K | 0.05% | 309 |
|
|
2025
Q1 | – | Sell |
-8,409
| Closed | -$734K | – | 329 |
|
|
2024
Q4 | $734K | Buy |
8,409
+1,699
| +25% | +$148K | 0.19% | 120 |
|
|
2024
Q3 | $658K | Sell |
6,710
-2,351
| -26% | -$231K | 0.18% | 123 |
|
|
2024
Q2 | $832K | Buy |
9,061
+625
| +7% | +$57.4K | 0.25% | 95 |
|
|
2024
Q1 | $798K | Sell |
8,436
-997
| -11% | -$94.3K | 0.29% | 81 |
|
|
2023
Q4 | $933K | Buy |
9,433
+1,438
| +18% | +$142K | 0.38% | 70 |
|
|
2023
Q3 | $709K | Buy |
+7,995
| New | +$709K | 0.13% | 103 |
|