SWM
Strategic Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-28,149
| Closed | -$3.81M | – | 74 |
|
|
2021
Q1 | $3.81M | Sell |
28,149
-1,500
| -5% | -$203K | 2.29% | 14 |
|
|
2020
Q4 | $4.68M | Hold |
29,649
| – | – | 2.87% | 10 |
|
|
2020
Q3 | $4.84M | Sell |
29,649
-351
| -1% | -$57.3K | 3.61% | 7 |
|
|
2020
Q2 | $4.92M | Buy |
+30,000
| New | +$4.92M | 4.55% | 6 |
|