OPOWM
One Plus One 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 | $622K | Buy |
7,046
+427
| +6% | +$37.7K | 0.34% | 55 |
|
|
2025
Q1 | $603K | Sell |
6,619
-4,349
| -40% | -$396K | 0.33% | 57 |
|
|
2024
Q4 | $958K | Buy |
+10,968
| New | +$958K | 0.56% | 43 |
|
|
2024
Q3 | – | Sell |
-128,834
| Closed | -$11.8M | – | 97 |
|
|
2024
Q2 | $11.8M | Buy |
+128,834
| New | +$11.8M | 6.77% | 4 |
|
|
2023
Q3 | – | Sell |
-65,185
| Closed | -$6.71M | – | 96 |
|
|
2023
Q2 | $6.71M | Buy |
65,185
+3,255
| +5% | +$335K | 4.29% | 6 |
|
|
2023
Q1 | $6.59M | Sell |
61,930
-59,363
| -49% | -$6.31M | 4.67% | 4 |
|
|
2022
Q4 | $12.1M | Buy |
121,293
+99,266
| +451% | +$9.88M | 8.45% | 2 |
|
|
2022
Q3 | $2.26M | Buy |
+22,027
| New | +$2.26M | 1.84% | 17 |
|
|
2021
Q2 | – | Sell |
-2,915
| Closed | -$395K | – | 101 |
|
|
2021
Q1 | $395K | Buy |
+2,915
| New | +$395K | 0.31% | 44 |
|