LWM
Liberty 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 | $1.43M | Buy |
+16,164
| New | +$1.43M | 0.22% | 67 |
|
|
2025
Q1 | – | Sell |
-56,723
| Closed | -$4.94M | – | 200 |
|
|
2024
Q4 | $4.94M | Sell |
56,723
-12,770
| -18% | -$1.11M | 0.82% | 33 |
|
|
2024
Q3 | $6.82M | Sell |
69,493
-177,912
| -72% | -$17.5M | 1.16% | 25 |
|
|
2024
Q2 | $6.31M | Buy |
247,405
+177,244
| +253% | +$4.52M | 1.16% | 24 |
|
|
2024
Q1 | $6.65M | Buy |
70,161
+4,958
| +8% | +$470K | 1.3% | 22 |
|
|
2023
Q4 | $6.45M | Buy |
65,203
+3,770
| +6% | +$373K | 1.38% | 21 |
|
|
2023
Q3 | $5.44M | Buy |
61,433
+51,555
| +522% | +$4.57M | 1.35% | 20 |
|
|
2023
Q2 | $1.02M | Buy |
9,878
+406
| +4% | +$41.8K | 0.25% | 51 |
|
|
2023
Q1 | $1.05M | Buy |
+9,472
| New | +$1.05M | 0.22% | 68 |
|
|
2022
Q3 | $4.58M | Buy |
44,738
+4,460
| +11% | +$457K | 1.22% | 19 |
|
|
2022
Q2 | $4.75M | Buy |
40,278
+15,670
| +64% | +$1.85M | 1.93% | 10 |
|
|
2022
Q1 | $3.17M | Buy |
+24,608
| New | +$3.17M | 1.14% | 20 |
|
|
2021
Q4 | – | Sell |
-18,010
| Closed | -$2.62M | – | 49 |
|
|
2021
Q3 | $2.62M | Buy |
18,010
+10,947
| +155% | +$1.59M | 0.93% | 24 |
|
|
2021
Q2 | $1.02M | Buy |
7,063
+1,034
| +17% | +$149K | 0.4% | 39 |
|
|
2021
Q1 | $916K | Hold |
6,029
| – | – | 0.45% | 33 |
|
|
2020
Q4 | $916K | Sell |
6,029
-1,014
| -14% | -$154K | 0.45% | 33 |
|
|
2020
Q3 | $1.15M | Buy |
7,043
+697
| +11% | +$114K | 0.68% | 26 |
|
|
2020
Q2 | $1.04M | Sell |
6,346
-2,813
| -31% | -$461K | 0.73% | 24 |
|
|
2020
Q1 | $1.52M | Buy |
9,159
+774
| +9% | +$128K | 1.33% | 17 |
|
|
2019
Q4 | $1.14M | Buy |
8,385
+1,233
| +17% | +$167K | 0.9% | 21 |
|
|
2019
Q3 | $1.02M | Buy |
7,152
+2,411
| +51% | +$345K | 0.97% | 18 |
|
|
2019
Q2 | $630K | Hold |
4,741
| – | – | 0.55% | 41 |
|
|
2019
Q1 | $599K | Sell |
4,741
-22,524
| -83% | -$2.85M | 0.45% | 31 |
|
|
2018
Q4 | $3.31M | Buy |
+27,265
| New | +$3.31M | 2.47% | 7 |
|