QPWM
Quadrant Private 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 | $10.4M | Buy |
117,354
+29,872
| +34% | +$2.64M | 2.15% | 6 |
|
|
2025
Q1 | $7.96M | Buy |
87,482
+15,660
| +22% | +$1.43M | 1.98% | 7 |
|
|
2024
Q4 | $6.27M | Sell |
71,822
-7,838
| -10% | -$684K | 1.54% | 18 |
|
|
2024
Q3 | $7.81M | Buy |
79,660
+15,994
| +25% | +$1.57M | 1.94% | 8 |
|
|
2024
Q2 | $5.84M | Buy |
63,666
+22,328
| +54% | +$2.05M | 1.34% | 17 |
|
|
2024
Q1 | $3.91M | Buy |
41,338
+2,114
| +5% | +$200K | 0.99% | 24 |
|
|
2023
Q4 | $3.88M | Buy |
39,224
+10,690
| +37% | +$1.06M | 1.07% | 22 |
|
|
2023
Q3 | $2.53M | Sell |
28,534
-1,602
| -5% | -$142K | 0.85% | 29 |
|
|
2023
Q2 | $3.1M | Buy |
30,136
+4,055
| +16% | +$417K | 0.9% | 27 |
|
|
2023
Q1 | $2.77M | Buy |
26,081
+16,748
| +179% | +$1.78M | 0.87% | 31 |
|
|
2022
Q4 | $929K | Buy |
+9,333
| New | +$929K | 0.31% | 82 |
|