SWG
Summit Wealth 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 | $735K | Sell |
8,328
-31,764
| -79% | -$2.8M | 0.19% | 50 |
|
|
2025
Q1 | $3.65M | Sell |
40,092
-6,401
| -14% | -$583K | 1.07% | 24 |
|
|
2024
Q4 | $4.06M | Buy |
46,493
+2,606
| +6% | +$228K | 1.18% | 23 |
|
|
2024
Q3 | $4.31M | Buy |
43,887
+4,524
| +11% | +$444K | 1.24% | 22 |
|
|
2024
Q2 | $3.61M | Buy |
+39,363
| New | +$3.61M | 1.08% | 22 |
|
|
2023
Q3 | – | Sell |
-19,791
| Closed | -$2.04M | – | 70 |
|
|
2023
Q2 | $2.04M | Sell |
19,791
-2,080,214
| -99% | -$214M | 0.82% | 21 |
|
|
2023
Q1 | $20K | Buy |
+2,100,005
| New | +$20K | 0.48% | 32 |
|
|
2021
Q4 | – | Sell |
-1,424
| Closed | -$206K | – | 48 |
|
|
2021
Q3 | $206K | Buy |
+1,424
| New | +$206K | 0.33% | 42 |
|
|
2021
Q1 | – | Sell |
-8,914
| Closed | -$1.41M | – | 211 |
|
|
2020
Q4 | $1.41M | Buy |
+8,914
| New | +$1.41M | 0.88% | 23 |
|