LWL
Leo Wealth LLC’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 | $6.06M | Buy |
68,657
+38,941
| +131% | +$3.44M | 0.47% | 41 |
|
|
2025
Q1 | $2.71M | Buy |
+29,716
| New | +$2.71M | 0.39% | 54 |
|
|
2024
Q4 | – | Sell |
-44,087
| Closed | -$4.32M | – | 379 |
|
|
2024
Q3 | $4.32M | Sell |
44,087
-76,331
| -63% | -$7.49M | 0.4% | 47 |
|
|
2024
Q2 | $10.9M | Buy |
120,418
+4,026
| +3% | +$366K | 1.12% | 19 |
|
|
2024
Q1 | $10.9M | Buy |
116,392
+10,564
| +10% | +$989K | 1.11% | 18 |
|
|
2023
Q4 | $10.3M | Buy |
+105,828
| New | +$10.3M | 1.07% | 17 |
|