PWPS
Pinnacle Wealth Planning Services’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 | $346K | Sell |
3,917
-3,542
| -47% | -$313K | 0.05% | 262 |
|
|
2025
Q1 | $679K | Buy |
7,459
+251
| +3% | +$22.8K | 0.1% | 119 |
|
|
2024
Q4 | $629K | Buy |
+7,208
| New | +$629K | 0.09% | 129 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | -$1K | – | 1781 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 2179 |
|