IWS
Integrity Wealth Solutions’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.27M | Buy |
160,522
+16,433
| +11% | +$437K | 2.08% | 14 |
|
2025
Q1 | $3.93M | Buy |
144,089
+114,932
| +394% | +$3.13M | 2.13% | 14 |
|
2024
Q4 | $764K | Buy |
29,157
+8,030
| +38% | +$210K | 0.43% | 53 |
|
2024
Q3 | $614K | Buy |
21,127
+196
| +0.9% | +$5.7K | 0.36% | 56 |
|
2024
Q2 | $570K | Buy |
20,931
+202
| +1% | +$5.5K | 0.37% | 57 |
|
2024
Q1 | $579K | Buy |
20,729
+125
| +0.6% | +$3.49K | 0.38% | 58 |
|
2023
Q4 | $598K | Buy |
+20,604
| New | +$598K | 0.41% | 52 |
|