SDH
Sloy Dahl & Holst’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 | $463K | Buy |
5,250
+2,580
| +97% | +$228K | 0.06% | 66 |
|
2025
Q1 | $243K | Buy |
+2,670
| New | +$243K | 0.04% | 92 |
|
2024
Q4 | – | Sell |
-2,405
| Closed | -$236K | – | 113 |
|
2024
Q3 | $236K | Hold |
2,405
| – | – | 0.04% | 88 |
|
2024
Q2 | $221K | Buy |
2,405
+55
| +2% | +$5.05K | 0.05% | 83 |
|
2024
Q1 | $222K | Buy |
2,350
+165
| +8% | +$15.6K | 0.05% | 81 |
|
2023
Q4 | $216K | Buy |
+2,185
| New | +$216K | 0.04% | 81 |
|