SIM
Seaview Investment Managers’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 | $235K | Buy |
2,665
+419
| +19% | +$37K | 0.05% | 116 |
|
|
2025
Q1 | $204K | Buy |
+2,246
| New | +$204K | 0.05% | 118 |
|
|
2024
Q1 | – | Sell |
-11,781
| Closed | -$1.16M | – | 107 |
|
|
2023
Q4 | $1.16M | Buy |
11,781
+34
| +0.3% | +$3.36K | 0.37% | 45 |
|
|
2023
Q3 | $1.04M | Hold |
11,747
| – | – | 0.35% | 52 |
|
|
2023
Q2 | $1.21M | Buy |
11,747
+3,029
| +35% | +$312K | 0.39% | 49 |
|
|
2023
Q1 | $927K | Buy |
+8,718
| New | +$927K | 0.32% | 55 |
|