Legacy Financial Group (Iowa)’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
Q1 | – | Sell |
-29,721
| Closed | -$2.6M | – | 117 |
|
|
2024
Q4 | $2.6M | Buy |
29,721
+4,929
| +20% | +$430K | 0.42% | 38 |
|
|
2024
Q3 | $2.43M | Sell |
24,792
-7,680
| -24% | -$753K | 0.47% | 36 |
|
|
2024
Q2 | $2.98M | Buy |
32,472
+419
| +1% | +$38.5K | 0.59% | 38 |
|
|
2024
Q1 | $3.03M | Buy |
+32,053
| New | +$3.03M | 0.61% | 32 |
|
|
2023
Q4 | – | Sell |
-33,019
| Closed | -$2.93M | – | 466 |
|
|
2023
Q3 | $2.93M | Buy |
+33,019
| New | +$2.93M | 0.69% | 27 |
|