SWMG
Signature Wealth Management Group’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 | $2.56M | Buy |
29,002
+890
| +3% | +$78.5K | 1.01% | 39 |
|
|
2025
Q1 | $2.56M | Buy |
28,112
+645
| +2% | +$58.7K | 1% | 38 |
|
|
2024
Q4 | $2.4M | Buy |
27,467
+269
| +1% | +$23.5K | 0.96% | 40 |
|
|
2024
Q3 | $2.67M | Sell |
27,198
-24
| -0.1% | -$2.35K | 1.07% | 37 |
|
|
2024
Q2 | $2.5M | Sell |
27,222
-45
| -0.2% | -$4.13K | 1.09% | 35 |
|
|
2024
Q1 | $2.43M | Buy |
27,267
+251
| +0.9% | +$22.4K | 1.11% | 35 |
|
|
2023
Q4 | $2.67M | Buy |
+27,016
| New | +$2.67M | 1.23% | 35 |
|
|
2023
Q2 | $585K | Buy |
5,679
+731
| +15% | +$75.2K | 0.27% | 77 |
|
|
2023
Q1 | $526K | Buy |
4,948
+95
| +2% | +$10.1K | 0.25% | 78 |
|
|
2022
Q4 | $483K | Sell |
4,853
-112
| -2% | -$11.2K | 0.24% | 75 |
|
|
2022
Q3 | $509K | Buy |
4,965
+834
| +20% | +$85.5K | 0.26% | 71 |
|
|
2022
Q2 | $475K | Buy |
4,131
+233
| +6% | +$26.8K | 0.23% | 70 |
|
|
2022
Q1 | $515K | Buy |
3,898
+635
| +19% | +$83.9K | 0.23% | 71 |
|
|
2021
Q4 | $484K | Buy |
3,263
+112
| +4% | +$16.6K | 0.24% | 70 |
|
|
2021
Q3 | $455K | Buy |
3,151
+60
| +2% | +$8.66K | 0.25% | 66 |
|
|
2021
Q2 | $446K | Sell |
3,091
-2
| -0.1% | -$289 | 0.25% | 67 |
|
|
2021
Q1 | $419K | Buy |
+3,093
| New | +$419K | 0.25% | 68 |
|
|
2020
Q1 | – | Sell |
-14,296
| Closed | -$1.94M | – | 83 |
|
|
2019
Q4 | $1.94M | Buy |
14,296
+127
| +0.9% | +$17.2K | 1.22% | 39 |
|
|
2019
Q3 | $2.03M | Sell |
14,169
-9,002
| -39% | -$1.29M | 1.34% | 37 |
|
|
2019
Q2 | $3.07M | Buy |
23,171
+738
| +3% | +$97.7K | 2.05% | 26 |
|
|
2019
Q1 | $2.84M | Buy |
22,433
+443
| +2% | +$56K | 1.99% | 30 |
|
|
2018
Q4 | $2.67M | Buy |
21,990
+287
| +1% | +$34.9K | 2.07% | 23 |
|
|
2018
Q3 | $2.49M | Sell |
21,703
-560
| -3% | -$64.2K | 1.85% | 29 |
|
|
2018
Q2 | $2.71M | Buy |
22,263
+114
| +0.5% | +$13.9K | 2.01% | 25 |
|
|
2018
Q1 | $2.7M | Buy |
22,149
+208
| +0.9% | +$25.4K | 2.08% | 26 |
|
|
2017
Q4 | $2.78M | Buy |
+21,941
| New | +$2.78M | 2.04% | 25 |
|