SHJ
Sharkey, Howes & Javer’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 | $9.47M | Buy |
107,359
+50,817
| +90% | +$4.48M | 1.27% | 20 |
|
|
2025
Q1 | $5.15M | Sell |
56,542
-27,277
| -33% | -$2.48M | 0.74% | 29 |
|
|
2024
Q4 | $7.32M | Sell |
83,819
-6,154
| -7% | -$537K | 1.03% | 21 |
|
|
2024
Q3 | $8.83M | Sell |
89,973
-14,680
| -14% | -$1.44M | 1.26% | 18 |
|
|
2024
Q2 | $9.61M | Sell |
104,653
-12,866
| -11% | -$1.18M | 1.55% | 14 |
|
|
2024
Q1 | $11.1M | Sell |
117,519
-1,834
| -2% | -$174K | 1.82% | 12 |
|
|
2023
Q4 | $11.8M | Buy |
119,353
+35,326
| +42% | +$3.49M | 2.08% | 11 |
|
|
2023
Q3 | $7.45M | Buy |
+84,027
| New | +$7.45M | 1.43% | 15 |
|
|
2021
Q1 | – | Sell |
-8,122
| Closed | -$1.28M | – | 83 |
|
|
2020
Q4 | $1.28M | Buy |
8,122
+914
| +13% | +$144K | 0.43% | 30 |
|
|
2020
Q3 | $1.18M | Buy |
7,208
+690
| +11% | +$113K | 0.45% | 33 |
|
|
2020
Q2 | $1.07M | Sell |
6,518
-7,219
| -53% | -$1.18M | 0.47% | 33 |
|
|
2020
Q1 | $2.27M | Buy |
13,737
+2,096
| +18% | +$346K | 1.18% | 20 |
|
|
2019
Q4 | $1.58M | Sell |
11,641
-664
| -5% | -$90K | 0.67% | 28 |
|
|
2019
Q3 | $1.76M | Buy |
+12,305
| New | +$1.76M | 0.76% | 26 |
|