NFSG
Newbridge Financial Services Group’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 | $500K | Buy |
5,667
+3,537
| +166% | +$312K | 0.08% | 182 |
|
|
2025
Q1 | $194K | Sell |
2,130
-1,999
| -48% | -$182K | 0.05% | 199 |
|
|
2024
Q4 | $361K | Buy |
+4,129
| New | +$361K | 0.09% | 148 |
|
|
2024
Q3 | – | Sell |
-6,376
| Closed | -$585K | – | 1074 |
|
|
2024
Q2 | $585K | Sell |
6,376
-3,298
| -34% | -$303K | 0.22% | 88 |
|
|
2024
Q1 | $915K | Buy |
9,674
+2,117
| +28% | +$200K | 0.4% | 54 |
|
|
2023
Q4 | $747K | Buy |
7,557
+6,122
| +427% | +$605K | 0.37% | 57 |
|
|
2023
Q3 | $127K | Sell |
1,435
-2,107
| -59% | -$187K | 0.06% | 251 |
|
|
2023
Q2 | $365K | Sell |
3,542
-29
| -0.8% | -$2.99K | 0.18% | 112 |
|
|
2023
Q1 | $380K | Buy |
3,571
+3,177
| +806% | +$338K | 0.2% | 104 |
|
|
2022
Q4 | $39.3K | Sell |
394
-975
| -71% | -$97.2K | 0.02% | 520 |
|
|
2022
Q3 | $140K | Buy |
1,369
+1,037
| +312% | +$106K | 0.08% | 240 |
|
|
2022
Q2 | $38K | Sell |
332
-345
| -51% | -$39.5K | 0.02% | 473 |
|
|
2022
Q1 | $89K | Buy |
677
+45
| +7% | +$5.92K | 0.04% | 332 |
|
|
2021
Q4 | $94K | Sell |
632
-140
| -18% | -$20.8K | 0.04% | 326 |
|
|
2021
Q3 | $111K | Sell |
772
-246
| -24% | -$35.4K | 0.07% | 255 |
|
|
2021
Q2 | $147K | Buy |
1,018
+177
| +21% | +$25.6K | 0.09% | 218 |
|
|
2021
Q1 | $114K | Buy |
841
+711
| +547% | +$96.4K | 0.08% | 234 |
|
|
2020
Q4 | $21K | Buy |
130
+21
| +19% | +$3.39K | 0.02% | 533 |
|
|
2020
Q3 | $18K | Buy |
+109
| New | +$18K | 0.02% | 536 |
|