IWM
IHT 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 | $41.7M | Buy |
472,038
+34,987
| +8% | +$3.09M | 1.15% | 15 |
|
|
2025
Q1 | $39.8M | Sell |
437,051
-201,933
| -32% | -$18.4M | 1.24% | 11 |
|
|
2024
Q4 | $55.8M | Buy |
638,984
+37,546
| +6% | +$3.28M | 1.8% | 6 |
|
|
2024
Q3 | $59.1M | Buy |
601,438
+186,668
| +45% | +$18.3M | 1.68% | 7 |
|
|
2024
Q2 | $38.1M | Buy |
414,770
+128,121
| +45% | +$11.8M | 1.42% | 12 |
|
|
2024
Q1 | $27.1M | Buy |
286,649
+124,246
| +77% | +$11.8M | 1.09% | 15 |
|
|
2023
Q4 | $16.1M | Sell |
162,403
-68,870
| -30% | -$6.81M | 0.72% | 22 |
|
|
2023
Q3 | $20.5M | Buy |
231,273
+52,527
| +29% | +$4.66M | 1.04% | 16 |
|
|
2023
Q2 | $18.4M | Buy |
178,746
+28,888
| +19% | +$2.97M | 0.96% | 17 |
|
|
2023
Q1 | $15.9M | Buy |
149,858
+31,370
| +26% | +$3.34M | 0.91% | 18 |
|
|
2022
Q4 | $11.8M | Sell |
118,488
-5,778
| -5% | -$575K | 0.74% | 19 |
|
|
2022
Q3 | $12.7M | Buy |
+124,266
| New | +$12.7M | 0.97% | 13 |
|
|
2021
Q4 | – | Sell |
-4,613
| Closed | -$666K | – | 853 |
|
|
2021
Q3 | $666K | Buy |
4,613
+2,629
| +133% | +$380K | 0.05% | 336 |
|
|
2021
Q2 | $286K | Sell |
1,984
-1,076
| -35% | -$155K | 0.02% | 737 |
|
|
2021
Q1 | $415K | Sell |
3,060
-50
| -2% | -$6.78K | 0.03% | 523 |
|
|
2020
Q4 | $490K | Sell |
3,110
-219
| -7% | -$34.5K | 0.04% | 417 |
|
|
2020
Q3 | $544K | Sell |
3,329
-275
| -8% | -$44.9K | 0.05% | 331 |
|
|
2020
Q2 | $591K | Buy |
3,604
+1,585
| +79% | +$260K | 0.08% | 257 |
|
|
2020
Q1 | $333K | Sell |
2,019
-594
| -23% | -$98K | 0.05% | 364 |
|
|
2019
Q4 | $354K | Sell |
2,613
-1,216
| -32% | -$165K | 0.04% | 403 |
|
|
2019
Q3 | $548K | Sell |
3,829
-2,504
| -40% | -$358K | 0.07% | 301 |
|
|
2019
Q2 | $841K | Sell |
6,333
-6,057
| -49% | -$804K | 0.12% | 198 |
|
|
2019
Q1 | $1.57M | Sell |
12,390
-12,004
| -49% | -$1.52M | 0.26% | 99 |
|
|
2018
Q4 | $2.96M | Sell |
24,394
-27,253
| -53% | -$3.31M | 0.57% | 34 |
|
|
2018
Q3 | $6.06M | Buy |
+51,647
| New | +$6.06M | 1.31% | 11 |
|
|
2018
Q2 | – | Sell |
-956
| Closed | -$117K | – | 1270 |
|
|
2018
Q1 | $117K | Sell |
956
-108
| -10% | -$13.2K | 0.03% | 449 |
|
|
2017
Q4 | $134K | Buy |
1,064
+442
| +71% | +$55.7K | 0.04% | 428 |
|
|
2017
Q3 | $77K | Hold |
622
| – | – | 0.03% | 404 |
|
|
2017
Q2 | $85 | Sell |
622
-5,655
| -90% | -$773 | 0.04% | 373 |
|
|
2017
Q1 | $762K | Buy |
6,277
+5,468
| +676% | +$664K | 0.51% | 42 |
|
|
2016
Q4 | $97K | Buy |
+809
| New | +$97K | 0.07% | 275 |
|