SWA
SFMG Wealth Advisors’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 | $9.6M | Sell |
108,828
-11,236
| -9% | -$992K | 0.72% | 22 |
|
|
2025
Q1 | $10.9M | Sell |
120,064
-1,873
| -2% | -$170K | 0.86% | 17 |
|
|
2024
Q4 | $10.6M | Buy |
+121,937
| New | +$10.6M | 0.84% | 16 |
|
|
2017
Q2 | – | Sell |
-1,832
| Closed | -$221K | – | 124 |
|
|
2017
Q1 | $221K | Sell |
1,832
-443
| -19% | -$53.4K | 0.04% | 109 |
|
|
2016
Q4 | $271K | Sell |
2,275
-21,924
| -91% | -$2.61M | 0.06% | 95 |
|
|
2016
Q3 | $3.33M | Sell |
24,199
-2,570
| -10% | -$353K | 0.73% | 17 |
|
|
2016
Q2 | $3.72M | Sell |
26,769
-76
| -0.3% | -$10.6K | 0.83% | 17 |
|
|
2016
Q1 | $3.51M | Buy |
+26,845
| New | +$3.51M | 0.77% | 18 |
|
|
2015
Q1 | – | Sell |
-7,392
| Closed | -$931K | – | 187 |
|
|
2014
Q4 | $931K | Buy |
7,392
+4,722
| +177% | +$595K | 0.21% | 60 |
|
|
2014
Q3 | $310K | Hold |
2,670
| – | – | 0.1% | 60 |
|
|
2014
Q2 | $303K | Hold |
2,670
| – | – | 0.1% | 62 |
|
|
2014
Q1 | $291K | Hold |
2,670
| – | – | 0.1% | 57 |
|
|
2013
Q4 | $272K | Hold |
2,670
| – | – | 0.09% | 58 |
|
|
2013
Q3 | $284K | Sell |
2,670
-2,724
| -51% | -$290K | 0.11% | 50 |
|
|
2013
Q2 | $596K | Buy |
+5,394
| New | +$596K | 0.24% | 36 |
|