PCS
Private Client 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 | $3.83M | Sell |
43,400
-3,236
| -7% | -$286K | 1.49% | 13 |
|
|
2025
Q1 | $4.25M | Buy |
46,636
+2,365
| +5% | +$215K | 2.1% | 9 |
|
|
2024
Q4 | $3.87M | Buy |
44,271
+1,651
| +4% | +$144K | 2.08% | 8 |
|
|
2024
Q3 | $4.18M | Buy |
42,620
+15,825
| +59% | +$1.55M | 2.25% | 8 |
|
|
2024
Q2 | $2.46M | Sell |
26,795
-3,253
| -11% | -$299K | 1.54% | 18 |
|
|
2024
Q1 | $2.84M | Buy |
30,048
+10,752
| +56% | +$1.02M | 1.91% | 16 |
|
|
2023
Q4 | $1.91M | Buy |
+19,296
| New | +$1.91M | 1.57% | 15 |
|