RFWA
RPg Family Wealth Advisory’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 | $1.86M | Sell |
21,092
-357
| -2% | -$31.5K | 0.5% | 70 |
|
|
2025
Q1 | $1.95M | Sell |
21,449
-3,833
| -15% | -$349K | 0.56% | 58 |
|
|
2024
Q4 | $2.21M | Sell |
25,282
-915
| -3% | -$79.9K | 0.78% | 37 |
|
|
2024
Q3 | $2.57M | Buy |
26,197
+1,614
| +7% | +$158K | 0.83% | 42 |
|
|
2024
Q2 | $2.26M | Buy |
24,583
+2,541
| +12% | +$233K | 0.74% | 45 |
|
|
2024
Q1 | $2.09M | Buy |
22,042
+10,417
| +90% | +$986K | 0.66% | 48 |
|
|
2023
Q4 | $1.15M | Buy |
+11,625
| New | +$1.15M | 0.42% | 70 |
|
|
2018
Q2 | – | Sell |
-489
| Closed | -$59.6K | – | 284 |
|
|
2018
Q1 | $59.6K | Sell |
489
-126
| -20% | -$15.4K | 0.05% | 99 |
|
|
2017
Q4 | $78K | Buy |
615
+451
| +275% | +$57.2K | 0.07% | 82 |
|
|
2017
Q3 | $20.5K | Hold |
164
| – | – | 0.02% | 210 |
|
|
2017
Q2 | $20.5K | Buy |
+164
| New | +$20.5K | 0.02% | 236 |
|
|
2016
Q4 | – | Sell |
-90
| Closed | -$12.4K | – | 289 |
|
|
2016
Q3 | $12.4K | Buy |
+90
| New | +$12.4K | 0.01% | 223 |
|