NWM
Navigation 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 | $5.13M | Buy |
+58,131
| New | +$5.13M | 7.55% | 2 |
|
|
2021
Q4 | – | Sell |
-86,312
| Closed | -$12.4M | – | 86 |
|
|
2021
Q3 | $12.4M | Buy |
+86,312
| New | +$12.4M | 80.82% | 1 |
|
|
2021
Q2 | – | Sell |
-83,301
| Closed | -$11.3M | – | 86 |
|
|
2021
Q1 | $11.3M | Buy |
83,301
+1,680
| +2% | +$228K | 11.71% | 2 |
|
|
2020
Q4 | $12.9M | Buy |
+81,621
| New | +$12.9M | 14.22% | 2 |
|