SPWG
Syntegra Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,167
| Closed | -$291K | – | 157 |
|
|
2024
Q2 | $291K | Sell |
3,167
-5
| -0.2% | -$459 | 0.04% | 118 |
|
|
2024
Q1 | $300K | Sell |
3,172
-1,238
| -28% | -$117K | 0.04% | 112 |
|
|
2023
Q4 | $436K | Buy |
4,410
+1,083
| +33% | +$107K | 0.06% | 72 |
|
|
2023
Q3 | $295K | Buy |
+3,327
| New | +$295K | 0.05% | 97 |
|