SHWM
Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,693
| Closed | -$276K | – | 96 |
|
|
2022
Q3 | $276K | Sell |
2,693
-1,220
| -31% | -$125K | 0.22% | 78 |
|
|
2022
Q2 | $449K | Sell |
3,913
-19,952
| -84% | -$2.29M | 0.33% | 61 |
|
|
2022
Q1 | $3.15M | Sell |
23,865
-68,596
| -74% | -$9.06M | 2.01% | 15 |
|
|
2021
Q4 | $13.7M | Buy |
92,461
+32,616
| +55% | +$4.83M | 8.48% | 1 |
|
|
2021
Q3 | $8.64M | Buy |
59,845
+5,260
| +10% | +$759K | 5.92% | 2 |
|
|
2021
Q2 | $7.88M | Buy |
54,585
+21,839
| +67% | +$3.15M | 6.12% | 3 |
|
|
2021
Q1 | $4.44M | Sell |
32,746
-5,290
| -14% | -$716K | 4.01% | 5 |
|
|
2020
Q4 | $6M | Buy |
38,036
+32,852
| +634% | +$5.18M | 5.43% | 3 |
|
|
2020
Q3 | $846K | Sell |
5,184
-740
| -12% | -$121K | 0.87% | 29 |
|
|
2020
Q2 | $971K | Sell |
5,924
-2
| -0% | -$328 | 1.16% | 23 |
|
|
2020
Q1 | $978K | Buy |
5,926
+5,915
| +53,773% | +$976K | 1.29% | 20 |
|
|
2019
Q4 | $583 | Buy |
+11
| New | +$583 | 0.45% | 48 |
|