TIAM2
Tru Independence Asset Management 2’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 | $2.5M | Buy |
28,352
+1,316
| +5% | +$116K | 1.71% | 21 |
|
2025
Q1 | $2.46M | Buy |
27,036
+19,649
| +266% | +$1.79M | 1.84% | 18 |
|
2024
Q4 | $645K | Buy |
7,387
+1,349
| +22% | +$118K | 0.54% | 39 |
|
2024
Q3 | $592K | Buy |
+6,038
| New | +$592K | 0.5% | 37 |
|
2023
Q1 | $377K | Buy |
+3,540
| New | +$377K | 0.38% | 50 |
|
2022
Q3 | $357K | Buy |
3,487
+39
| +1% | +$3.99K | 0.38% | 43 |
|
2022
Q2 | $396K | Buy |
+3,448
| New | +$396K | 0.33% | 41 |
|