IWA
IBEX 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 | $1M | Sell |
11,388
-12
| -0.1% | -$1.06K | 0.11% | 106 |
|
|
2025
Q1 | $1.04M | Buy |
11,400
+69
| +0.6% | +$6.28K | 0.14% | 102 |
|
|
2024
Q4 | $990K | Buy |
+11,331
| New | +$990K | 0.12% | 115 |
|
|
2019
Q3 | – | Sell |
-673
| Closed | -$89K | – | 330 |
|
|
2019
Q2 | $89K | Buy |
+673
| New | +$89K | 0.03% | 174 |
|