SA
Stewardship Advisors’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 |
-4,968
| Closed | -$434K | – | 157 |
|
|
2024
Q4 | $434K | Sell |
4,968
-1,322
| -21% | -$115K | 0.12% | 95 |
|
|
2024
Q3 | $617K | Sell |
6,290
-980
| -13% | -$96.1K | 0.17% | 69 |
|
|
2024
Q2 | $667K | Sell |
7,270
-29,448
| -80% | -$2.7M | 0.22% | 51 |
|
|
2024
Q1 | $3.47M | Sell |
36,718
-68,396
| -65% | -$6.47M | 1.19% | 24 |
|
|
2023
Q4 | $10.4M | Sell |
105,114
-1,043
| -1% | -$103K | 3.75% | 11 |
|
|
2023
Q3 | $9.42M | Buy |
106,157
+8,793
| +9% | +$780K | 3.68% | 10 |
|
|
2023
Q2 | $10M | Buy |
97,364
+3,181
| +3% | +$327K | 3.77% | 10 |
|
|
2023
Q1 | $10M | Buy |
94,183
+57,953
| +160% | +$6.16M | 3.85% | 10 |
|
|
2022
Q4 | $3.61M | Buy |
+36,230
| New | +$3.61M | 1.45% | 21 |
|