SFWA
Summit Financial Wealth 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 | $319K | Hold |
3,500
| – | – | 0.06% | 110 |
|
|
2024
Q4 | $309K | Hold |
3,500
| – | – | 0.06% | 115 |
|
|
2024
Q3 | $343K | Hold |
3,500
| – | – | 0.06% | 107 |
|
|
2024
Q2 | $321K | Buy |
+3,500
| New | +$321K | 0.07% | 101 |
|
|
2024
Q1 | – | Sell |
-2,050
| Closed | -$203K | – | 142 |
|
|
2023
Q4 | $203K | Buy |
+2,050
| New | +$203K | 0.05% | 120 |
|