IWS
Insight Wealth Strategies’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 | $26.8M | Buy |
303,716
+2,815
| +0.9% | +$248K | 3.38% | 5 |
|
|
2025
Q1 | $27.4M | Buy |
300,901
+37,811
| +14% | +$3.44M | 3.69% | 3 |
|
|
2024
Q4 | $23M | Buy |
263,090
+11,176
| +4% | +$976K | 3.08% | 10 |
|
|
2024
Q3 | $24.7M | Buy |
251,914
+37,838
| +18% | +$3.71M | 3.25% | 9 |
|
|
2024
Q2 | $19.6M | Buy |
214,076
+7,192
| +3% | +$660K | 2.8% | 10 |
|
|
2024
Q1 | $19.6M | Buy |
206,884
+8,278
| +4% | +$783K | 2.87% | 10 |
|
|
2023
Q4 | $19.6M | Buy |
198,606
+16,904
| +9% | +$1.67M | 3.17% | 11 |
|
|
2023
Q3 | $16.1M | Buy |
181,702
+38,611
| +27% | +$3.42M | 3.11% | 13 |
|
|
2023
Q2 | $14.7M | Buy |
143,091
+66,845
| +88% | +$6.88M | 2.82% | 15 |
|
|
2023
Q1 | $8.11M | Buy |
76,246
+1,622
| +2% | +$173K | 1.59% | 17 |
|
|
2022
Q4 | $7.43M | Buy |
+74,624
| New | +$7.43M | 1.44% | 18 |
|
|
2021
Q1 | – | Sell |
-1,486
| Closed | -$234K | – | 236 |
|
|
2020
Q4 | $234K | Buy |
+1,486
| New | +$234K | 0.04% | 198 |
|
|
2020
Q3 | – | Sell |
-8,059
| Closed | -$1.32M | – | 202 |
|
|
2020
Q2 | $1.32M | Buy |
+8,059
| New | +$1.32M | 0.29% | 36 |
|
|
2019
Q4 | – | Sell |
-3,208
| Closed | -$459K | – | 209 |
|
|
2019
Q3 | $459K | Sell |
3,208
-3,732
| -54% | -$534K | 0.11% | 122 |
|
|
2019
Q2 | $922K | Sell |
6,940
-5,321
| -43% | -$707K | 0.23% | 68 |
|
|
2019
Q1 | $1.55M | Buy |
12,261
+1,712
| +16% | +$216K | 0.43% | 43 |
|
|
2018
Q4 | $1.28M | Buy |
+10,549
| New | +$1.28M | 0.39% | 38 |
|