GWSA
Global Wealth Strategies & Associates’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 | $5.98M | Buy |
67,719
+1,758
| +3% | +$155K | 1.71% | 11 |
|
|
2025
Q1 | $6M | Buy |
65,961
+6,835
| +12% | +$622K | 1.82% | 12 |
|
|
2024
Q4 | $5.16M | Buy |
59,126
+5,694
| +11% | +$497K | 1.62% | 13 |
|
|
2024
Q3 | $5.24M | Buy |
53,432
+2,500
| +5% | +$245K | 1.72% | 13 |
|
|
2024
Q2 | $4.67M | Buy |
50,932
+9,126
| +22% | +$838K | 1.68% | 13 |
|
|
2024
Q1 | $3.96M | Buy |
+41,806
| New | +$3.96M | 1.49% | 13 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$1.79K | – | 405 |
|
|
2022
Q4 | $1.79K | Buy |
+18
| New | +$1.79K | ﹤0.01% | 274 |
|