OWA
Opal Wealth Advisors’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 | – | Sell |
-222
| Closed | -$20.2K | – | 590 |
|
|
2025
Q1 | $20.2K | Buy |
+222
| New | +$20.2K | 0.01% | 528 |
|
|
2024
Q3 | – | Sell |
-7,094
| Closed | -$651K | – | 1073 |
|
|
2024
Q2 | $651K | Buy |
7,094
+1,409
| +25% | +$129K | 0.21% | 62 |
|
|
2024
Q1 | $538K | Sell |
5,685
-3,685
| -39% | -$349K | 0.18% | 75 |
|
|
2023
Q4 | $927K | Buy |
+9,370
| New | +$927K | 0.37% | 43 |
|