SAS
SMI Advisory Services’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 |
-64,294
| Closed | -$5.49M | – | 61 |
|
|
2024
Q4 | $5.49M | Sell |
64,294
-64,162
| -50% | -$5.48M | 1.27% | 19 |
|
|
2024
Q3 | $12.3M | Sell |
128,456
-25,477
| -17% | -$2.43M | 2.72% | 11 |
|
|
2024
Q2 | $14.2M | Buy |
153,933
+139,789
| +988% | +$12.9M | 3.51% | 10 |
|
|
2024
Q1 | $1.3M | Buy |
+14,144
| New | +$1.3M | 0.37% | 43 |
|