SFG
Sovereign Financial Group’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 | $209K | Sell |
2,365
-1,151
| -33% | -$102K | 0.04% | 295 |
|
|
2025
Q1 | $320K | Sell |
3,516
-1,920
| -35% | -$175K | 0.07% | 223 |
|
|
2024
Q4 | $475K | Sell |
5,436
-1,169
| -18% | -$102K | 0.11% | 169 |
|
|
2024
Q3 | $648K | Buy |
6,605
+174
| +3% | +$17.1K | 0.15% | 127 |
|
|
2024
Q2 | $590K | Buy |
6,431
+1,428
| +29% | +$131K | 0.15% | 131 |
|
|
2024
Q1 | $473K | Sell |
5,003
-508
| -9% | -$48.1K | 0.13% | 157 |
|
|
2023
Q4 | $545K | Buy |
5,511
+666
| +14% | +$65.9K | 0.17% | 122 |
|
|
2023
Q3 | $430K | Buy |
+4,845
| New | +$430K | 0.15% | 138 |
|