KJWM
Kiley Juergens 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 | $3.24M | Sell |
36,660
-3,425
| -9% | -$302K | 0.75% | 30 |
|
|
2025
Q1 | $3.65M | Sell |
40,085
-2,133
| -5% | -$194K | 0.97% | 24 |
|
|
2024
Q4 | $3.69M | Buy |
42,218
+6,426
| +18% | +$561K | 0.92% | 24 |
|
|
2024
Q3 | $3.51M | Buy |
35,792
+13,849
| +63% | +$1.36M | 0.91% | 25 |
|
|
2024
Q2 | $2.01M | Buy |
+21,943
| New | +$2.01M | 0.56% | 35 |
|