SWM
SigFig Wealth Management’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
Q1 | – | Sell |
-26,934
| Closed | -$2.36M | – | 132 |
|
|
2024
Q4 | $2.36M | Buy |
26,934
+1,463
| +6% | +$128K | 0.09% | 74 |
|
|
2024
Q3 | $2.51M | Sell |
25,471
-5,358
| -17% | -$528K | 0.09% | 73 |
|
|
2024
Q2 | $2.83M | Buy |
30,829
+2,599
| +9% | +$239K | 0.11% | 65 |
|
|
2024
Q1 | $2.67M | Sell |
28,230
-8,906
| -24% | -$843K | 0.1% | 70 |
|
|
2023
Q4 | $3.67M | Buy |
37,136
+3,399
| +10% | +$336K | 0.14% | 58 |
|
|
2023
Q3 | $2.99M | Buy |
+33,737
| New | +$2.99M | 0.12% | 67 |
|
|
2023
Q2 | – | Sell |
-2,421
| Closed | -$265K | – | 106 |
|
|
2023
Q1 | $265K | Sell |
2,421
-171
| -7% | -$18.7K | 0.01% | 96 |
|
|
2022
Q4 | $266K | Sell |
2,592
-24
| -0.9% | -$2.47K | 0.01% | 105 |
|
|
2022
Q3 | $273K | Buy |
+2,616
| New | +$273K | 0.01% | 96 |
|
|
2021
Q1 | – | Sell |
-1,954
| Closed | -$310K | – | 80 |
|
|
2020
Q4 | $310K | Buy |
1,954
+714
| +58% | +$113K | 0.02% | 71 |
|
|
2020
Q3 | $205K | Buy |
+1,240
| New | +$205K | 0.02% | 70 |
|