Hazlett, Burt & Watson’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 | $230K | Hold |
2,608
| – | – | 0.09% | 185 |
|
2025
Q1 | $237K | Buy |
2,608
+162
| +7% | +$14.7K | 0.11% | 169 |
|
2024
Q4 | $214K | Buy |
2,446
+115
| +5% | +$10.1K | 0.09% | 190 |
|
2024
Q3 | $229K | Buy |
2,331
+730
| +46% | +$71.7K | 0.11% | 186 |
|
2024
Q2 | $146K | Buy |
1,601
+23
| +1% | +$2.1K | 0.08% | 218 |
|
2024
Q1 | $147K | Buy |
1,578
+1
| +0.1% | +$93 | 0.09% | 201 |
|
2023
Q4 | $156K | Sell |
1,577
-103
| -6% | -$10.2K | 0.11% | 181 |
|
2023
Q3 | $150K | Buy |
1,680
+217
| +15% | +$19.4K | 0.11% | 172 |
|
2023
Q2 | $151K | Buy |
+1,463
| New | +$151K | 0.11% | 168 |
|