HBWM
Hollow Brook Wealth Management’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 | – | Sell |
-179,404
| Closed | -$16.3M | – | 93 |
|
|
2025
Q1 | $16.3M | Buy |
179,404
+105,360
| +142% | +$9.59M | 4.79% | 3 |
|
|
2024
Q4 | $6.47M | Buy |
74,044
+4,155
| +6% | +$363K | 1.99% | 15 |
|
|
2024
Q3 | $6.86M | Buy |
69,889
+5,396
| +8% | +$529K | 2.03% | 13 |
|
|
2024
Q2 | $5.92M | Buy |
64,493
+3,775
| +6% | +$346K | 2.01% | 14 |
|
|
2024
Q1 | $5.75M | Buy |
60,718
+357
| +0.6% | +$33.8K | 2.13% | 14 |
|
|
2023
Q4 | $5.97M | Buy |
+60,361
| New | +$5.97M | 2.38% | 10 |
|