HWA
Heartwood Wealth Advisors’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 | $9.13M | Buy |
103,444
+736
| +0.7% | +$65K | 0.95% | 24 |
|
|
2025
Q1 | $9.35M | Buy |
102,708
+14,321
| +16% | +$1.3M | 1.07% | 24 |
|
|
2024
Q4 | $7.72M | Sell |
88,387
-67
| -0.1% | -$5.85K | 0.87% | 27 |
|
|
2024
Q3 | $8.68M | Buy |
88,454
+880
| +1% | +$86.3K | 0.96% | 26 |
|
|
2024
Q2 | $8.04M | Buy |
87,574
+1,461
| +2% | +$134K | 0.96% | 26 |
|
|
2024
Q1 | $8.15M | Buy |
86,113
+6,247
| +8% | +$591K | 1% | 26 |
|
|
2023
Q4 | $7.9M | Buy |
+79,866
| New | +$7.9M | 1.05% | 23 |
|