GWS
Glassman Wealth Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,179
| Closed | -$215K | – | 1661 |
|
|
2023
Q4 | $215K | Hold |
2,179
| – | – | 0.03% | 177 |
|
|
2023
Q3 | $193K | Buy |
2,179
+301
| +16% | +$26.7K | 0.03% | 173 |
|
|
2023
Q2 | $193K | Buy |
+1,878
| New | +$193K | 0.03% | 176 |
|
|
2023
Q1 | – | Sell |
-1,001
| Closed | -$99.7K | – | 1988 |
|
|
2022
Q4 | $99.7K | Sell |
1,001
-915
| -48% | -$91.1K | 0.02% | 272 |
|
|
2022
Q3 | $196K | Sell |
1,916
-28
| -1% | -$2.86K | 0.04% | 156 |
|
|
2022
Q2 | $223K | Buy |
+1,944
| New | +$223K | 0.05% | 140 |
|
|
2019
Q3 | – | Sell |
-82
| Closed | -$11K | – | 1368 |
|
|
2019
Q2 | $11K | Buy |
+82
| New | +$11K | ﹤0.01% | 448 |
|