JWM
Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.1K | Hold |
12
| – | – | ﹤0.01% | 917 |
|
|
2024
Q1 | $1.14K | Hold |
12
| – | – | ﹤0.01% | 929 |
|
|
2023
Q4 | $1.19K | Hold |
12
| – | – | ﹤0.01% | 910 |
|
|
2023
Q3 | $1.07K | Buy |
+12
| New | +$1.07K | ﹤0.01% | 911 |
|
|
2022
Q1 | – | Sell |
-49
| Closed | -$7K | – | 1068 |
|
|
2021
Q4 | $7K | Buy |
+49
| New | +$7K | ﹤0.01% | 649 |
|