GGM Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.45M | Sell |
16,181
-2,410
| -13% | -$216K | 0.8% | 39 |
|
|
2024
Q4 | $1.62M | Sell |
18,591
-5,972
| -24% | -$522K | 0.85% | 35 |
|
|
2024
Q3 | $2.41M | Buy |
24,563
+1,304
| +6% | +$128K | 1.04% | 26 |
|
|
2024
Q2 | $2.13M | Sell |
23,259
-2,543
| -10% | -$233K | 0.98% | 29 |
|
|
2024
Q1 | $2.38M | Sell |
25,802
-59,020
| -70% | -$5.44M | 1.11% | 25 |
|
|
2023
Q4 | $7.95M | Buy |
84,822
+39,437
| +87% | +$3.7M | 3.29% | 7 |
|
|
2023
Q3 | $4.03M | Sell |
45,385
-31,801
| -41% | -$2.82M | 1.74% | 16 |
|
|
2023
Q2 | $7.7M | Buy |
77,186
+53,116
| +221% | +$5.3M | 3.12% | 8 |
|
|
2023
Q1 | $2.56M | Buy |
24,070
+12,560
| +109% | +$1.34M | 1.46% | 21 |
|
|
2022
Q4 | $1.21M | Sell |
11,510
-169
| -1% | -$17.8K | 0.62% | 37 |
|
|
2022
Q3 | $1.11M | Sell |
11,679
-16,482
| -59% | -$1.57M | 0.6% | 36 |
|
|
2022
Q2 | $3.24M | Sell |
28,161
-824
| -3% | -$94.8K | 1.81% | 15 |
|
|
2022
Q1 | $3.46M | Buy |
+28,985
| New | +$3.46M | 1.73% | 15 |
|