UWM
USAdvisors Wealth 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
Q1 | – | Sell |
-55,035
| Closed | -$4.81M | – | 151 |
|
|
2024
Q4 | $4.81M | Buy |
55,035
+11,142
| +25% | +$973K | 1.56% | 18 |
|
|
2024
Q3 | $4.33M | Buy |
43,893
+3,315
| +8% | +$327K | 1.51% | 21 |
|
|
2024
Q2 | $3.72M | Buy |
40,578
+2,971
| +8% | +$273K | 1.31% | 26 |
|
|
2024
Q1 | $3.56M | Buy |
37,607
+3,001
| +9% | +$284K | 1.34% | 23 |
|
|
2023
Q4 | $3.42M | Buy |
+34,606
| New | +$3.42M | 1.42% | 25 |
|
|
2021
Q1 | – | Sell |
-7,359
| Closed | -$1.16M | – | 109 |
|
|
2020
Q4 | $1.16M | Buy |
7,359
+359
| +5% | +$56.6K | 0.56% | 40 |
|
|
2020
Q3 | $1.14K | Sell |
7,000
-205
| -3% | -$33 | 0.18% | 40 |
|
|
2020
Q2 | $1.18M | Sell |
7,205
-963
| -12% | -$158K | 0.63% | 34 |
|
|
2020
Q1 | $1.35M | Buy |
+8,168
| New | +$1.35M | 0.83% | 27 |
|