PWAC
Private Wealth Advisors (California)’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 | $5.06M | Buy |
57,295
+4,096
| +8% | +$361K | 1.86% | 16 |
|
|
2025
Q1 | $4.84M | Buy |
53,199
+3,127
| +6% | +$285K | 1.75% | 20 |
|
|
2024
Q4 | $4.37M | Buy |
50,072
+1,893
| +4% | +$165K | 1.71% | 20 |
|
|
2024
Q3 | $4.75M | Buy |
+48,179
| New | +$4.75M | 1.82% | 19 |
|
|
2023
Q4 | – | Sell |
-54,327
| Closed | -$4.82M | – | 81 |
|
|
2023
Q3 | $4.82M | Buy |
54,327
+1,495
| +3% | +$133K | 2.04% | 17 |
|
|
2023
Q2 | $5.44M | Buy |
52,832
+1,033
| +2% | +$106K | 2.22% | 15 |
|
|
2023
Q1 | $5.51M | Buy |
51,799
+12,009
| +30% | +$1.28M | 2.32% | 13 |
|
|
2022
Q4 | $3.96M | Sell |
39,790
-2,197
| -5% | -$219K | 1.33% | 22 |
|
|
2022
Q3 | $4.3M | Sell |
41,987
-19,878
| -32% | -$2.04M | 2% | 20 |
|
|
2022
Q2 | $7.08M | Buy |
+61,865
| New | +$7.08M | 2.61% | 13 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 104 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 98 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 84 |
|