W Advisors LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$536K Buy
2024
Q3
$593K Sell
2024
Q2
$655K Sell
2024
Q1
$863K Sell
2023
Q4
$926K Buy
2023
Q3
$776K Buy
2023
Q2
$240K Sell
2023
Q1
$386K Buy
2022
Q4
$275K Buy
2022
Q3
$220K Sell
2022
Q2
$274K Sell
2022
Q1
$359K Buy