National Wealth Management Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $492K | Buy |
+5,408
| New | +$492K | 0.32% | 75 |
|
|
2023
Q2 | – | Sell |
-3,418
| Closed | -$356K | – | 169 |
|
|
2023
Q1 | $356K | Buy |
3,418
+837
| +32% | +$87.3K | 0.41% | 80 |
|
|
2022
Q4 | $257K | Sell |
2,581
-324
| -11% | -$32.3K | 0.31% | 103 |
|
|
2022
Q3 | $298K | Sell |
2,905
-1,681
| -37% | -$172K | 0.39% | 90 |
|
|
2022
Q2 | $527K | Hold |
4,586
| – | – | 0.66% | 40 |
|
|
2022
Q1 | $606K | Sell |
4,586
-250
| -5% | -$33K | 0.58% | 51 |
|
|
2021
Q4 | $717K | Buy |
+4,836
| New | +$717K | 0.67% | 48 |
|