SWP
ShoreHaven Wealth Partners’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 |
117,926
+32,754
| +38% | +$2.89M | 4.26% | 6 |
|
|
2025
Q1 | $7.75M | Buy |
85,172
+2,599
| +3% | +$237K | 3.71% | 5 |
|
|
2024
Q4 | $7.21M | Sell |
82,573
-10,386
| -11% | -$907K | 3.41% | 9 |
|
|
2024
Q3 | $9.12M | Buy |
92,959
+11,527
| +14% | +$1.13M | 4.4% | 5 |
|
|
2024
Q2 | $7.47M | Buy |
81,432
+7,931
| +11% | +$728K | 3.93% | 6 |
|
|
2024
Q1 | $6.95M | Buy |
73,501
+10,888
| +17% | +$1.03M | 3.83% | 5 |
|
|
2023
Q4 | $6.19M | Sell |
62,613
-2,767
| -4% | -$274K | 3.77% | 4 |
|
|
2023
Q3 | $5.8M | Buy |
65,380
+8,617
| +15% | +$764K | 3.99% | 5 |
|
|
2023
Q2 | $5.84M | Sell |
56,763
-2,514
| -4% | -$259K | 3.91% | 6 |
|
|
2023
Q1 | $6.31M | Buy |
59,277
+26,334
| +80% | +$2.8M | 4.42% | 5 |
|
|
2022
Q4 | $3.28M | Sell |
32,943
-30,516
| -48% | -$3.04M | 2.31% | 11 |
|
|
2022
Q3 | $6.5M | Buy |
63,459
+19,833
| +45% | +$2.03M | 4.96% | 4 |
|
|
2022
Q2 | $5.01M | Buy |
43,626
+20,590
| +89% | +$2.37M | 3.6% | 5 |
|
|
2022
Q1 | $3.04M | Buy |
+23,036
| New | +$3.04M | 1.61% | 21 |
|