SW
SkyOak Wealth’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 | $265K | Hold |
3,000
| – | – | 0.05% | 193 |
|
|
2025
Q1 | $273K | Sell |
3,000
-37
| -1% | -$3.37K | 0.06% | 182 |
|
|
2024
Q4 | $265K | Buy |
+3,037
| New | +$265K | 0.06% | 204 |
|
|
2024
Q3 | – | Sell |
-3,164
| Closed | -$290K | – | 263 |
|
|
2024
Q2 | $290K | Hold |
3,164
| – | – | 0.07% | 181 |
|
|
2024
Q1 | $299K | Buy |
+3,164
| New | +$299K | 0.07% | 189 |
|