Smith & Howard Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Hold |
32,000
| – | – | 0.72% | 25 |
|
|
2025
Q1 | $2.91M | Buy |
32,000
+2,000
| +7% | +$182K | 0.79% | 24 |
|
|
2024
Q4 | $2.62M | Buy |
30,000
+6,194
| +26% | +$541K | 0.74% | 26 |
|
|
2024
Q3 | $2.34M | Hold |
23,806
| – | – | 0.66% | 27 |
|
|
2024
Q2 | $2.18M | Buy |
23,806
+16,806
| +240% | +$1.54M | 0.65% | 28 |
|
|
2024
Q1 | $662K | Buy |
+7,000
| New | +$662K | 0.2% | 41 |
|
|
2023
Q4 | – | Sell |
-13,000
| Closed | -$1.15M | – | 73 |
|
|
2023
Q3 | $1.15M | Buy |
13,000
+5,000
| +63% | +$443K | 0.4% | 35 |
|
|
2023
Q2 | $824K | Buy |
8,000
+6,000
| +300% | +$618K | 0.29% | 36 |
|
|
2023
Q1 | $213K | Buy |
+2,000
| New | +$213K | 0.07% | 66 |
|