KWMG
King Wealth Management Group’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 | $264K | Sell |
2,996
-50
| -2% | -$4.41K | 0.04% | 133 |
|
|
2025
Q1 | $277K | Sell |
3,046
-92
| -3% | -$8.37K | 0.04% | 127 |
|
|
2024
Q4 | $274K | Buy |
3,138
+102
| +3% | +$8.91K | 0.04% | 124 |
|
|
2024
Q3 | $298K | Sell |
3,036
-161
| -5% | -$15.8K | 0.05% | 115 |
|
|
2024
Q2 | $293K | Sell |
3,197
-208
| -6% | -$19.1K | 0.05% | 115 |
|
|
2024
Q1 | $322K | Sell |
3,405
-138
| -4% | -$13.1K | 0.06% | 109 |
|
|
2023
Q4 | $350K | Sell |
3,543
-130
| -4% | -$12.8K | 0.07% | 98 |
|
|
2023
Q3 | $326K | Sell |
3,673
-239
| -6% | -$21.2K | 0.07% | 104 |
|
|
2023
Q2 | $403K | Sell |
3,912
-35
| -0.9% | -$3.61K | 0.08% | 93 |
|
|
2023
Q1 | $420K | Buy |
3,947
+37
| +0.9% | +$3.94K | 0.09% | 93 |
|
|
2022
Q4 | $389K | Buy |
3,910
+28
| +0.7% | +$2.79K | 0.09% | 95 |
|
|
2022
Q3 | $398K | Buy |
3,882
+76
| +2% | +$7.79K | 0.1% | 91 |
|
|
2022
Q2 | $437K | Sell |
3,806
-109
| -3% | -$12.5K | 0.1% | 89 |
|
|
2022
Q1 | $517K | Sell |
3,915
-3
| -0.1% | -$396 | 0.1% | 89 |
|
|
2021
Q4 | $581K | Buy |
3,918
+46
| +1% | +$6.82K | 0.11% | 95 |
|
|
2021
Q3 | $559K | Buy |
3,872
+280
| +8% | +$40.4K | 0.11% | 92 |
|
|
2021
Q2 | $519K | Sell |
3,592
-29
| -0.8% | -$4.19K | 0.11% | 95 |
|
|
2021
Q1 | $490K | Sell |
3,621
-451
| -11% | -$61K | 0.11% | 96 |
|
|
2020
Q4 | $642K | Buy |
4,072
+61
| +2% | +$9.62K | 0.15% | 77 |
|
|
2020
Q3 | $655K | Buy |
4,011
+551
| +16% | +$90K | 0.17% | 78 |
|
|
2020
Q2 | $567K | Buy |
3,460
+171
| +5% | +$28K | 0.17% | 77 |
|
|
2020
Q1 | $543K | Buy |
3,289
+297
| +10% | +$49K | 0.23% | 62 |
|
|
2019
Q4 | $405K | Buy |
2,992
+62
| +2% | +$8.39K | 0.11% | 87 |
|
|
2019
Q3 | $419K | Buy |
2,930
+564
| +24% | +$80.7K | 0.12% | 73 |
|
|
2019
Q2 | $314K | Buy |
2,366
+8
| +0.3% | +$1.06K | 0.09% | 98 |
|
|
2019
Q1 | $298K | Buy |
2,358
+192
| +9% | +$24.3K | 0.09% | 98 |
|
|
2018
Q4 | $263K | Sell |
2,166
-1,223
| -36% | -$148K | 0.1% | 99 |
|
|
2018
Q3 | $397K | Buy |
3,389
+12
| +0.4% | +$1.41K | 0.12% | 80 |
|
|
2018
Q2 | $411K | Buy |
3,377
+64
| +2% | +$7.79K | 0.14% | 74 |
|
|
2018
Q1 | $404K | Buy |
3,313
+81
| +3% | +$9.88K | 0.14% | 75 |
|
|
2017
Q4 | $410K | Buy |
3,232
+279
| +9% | +$35.4K | 0.14% | 78 |
|
|
2017
Q3 | $368K | Buy |
2,953
+157
| +6% | +$19.6K | 0.14% | 85 |
|
|
2017
Q2 | $349K | Buy |
2,796
+149
| +6% | +$18.6K | 0.14% | 87 |
|
|
2017
Q1 | $320K | Buy |
2,647
+303
| +13% | +$36.6K | 0.13% | 86 |
|
|
2016
Q4 | $279K | Buy |
2,344
+389
| +20% | +$46.3K | 0.13% | 96 |
|
|
2016
Q3 | $269K | Buy |
1,955
+185
| +10% | +$25.5K | 0.13% | 93 |
|
|
2016
Q2 | $245K | Sell |
1,770
-26
| -1% | -$3.6K | 0.13% | 88 |
|
|
2016
Q1 | $235K | Buy |
+1,796
| New | +$235K | 0.13% | 90 |
|
|
2014
Q4 | – | Sell |
-4,422
| Closed | -$514K | – | 117 |
|
|
2014
Q3 | $514K | Buy |
+4,422
| New | +$514K | 0.32% | 58 |
|
|
2013
Q3 | – | Sell |
-6,069
| Closed | -$670K | – | 110 |
|
|
2013
Q2 | $670K | Buy |
+6,069
| New | +$670K | 0.46% | 53 |
|