SAM
Synergy Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,917
| Closed | -$539K | – | 224 |
|
|
2025
Q1 | $539K | Buy |
5,917
+4,038
| +215% | +$368K | 0.07% | 111 |
|
|
2024
Q4 | $184K | Buy |
+1,879
| New | +$184K | 0.01% | 197 |
|
|
2022
Q1 | – | Sell |
-45,209
| Closed | -$6.7M | – | 128 |
|
|
2021
Q4 | $6.7M | Buy |
+45,209
| New | +$6.7M | 1.59% | 24 |
|