HNW
High Note Wealth’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 | $9.37M | Sell |
106,133
-71,217
| -40% | -$6.28M | 2.14% | 15 |
|
|
2025
Q1 | $16.1M | Buy |
177,350
+88,210
| +99% | +$8.03M | 4% | 7 |
|
|
2024
Q4 | $7.78M | Buy |
89,140
+75,149
| +537% | +$6.56M | 2.03% | 17 |
|
|
2024
Q3 | $1.37M | Buy |
13,991
+10,837
| +344% | +$1.06M | 0.39% | 42 |
|
|
2024
Q2 | $289K | Buy |
3,154
+287
| +10% | +$26.3K | 0.09% | 82 |
|
|
2024
Q1 | $271K | Buy |
+2,867
| New | +$271K | 0.09% | 85 |
|