Wade Financial Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $686K | Buy |
7,538
+20
| +0.3% | +$1.82K | 0.24% | 45 |
|
|
2024
Q4 | $657K | Buy |
7,518
+864
| +13% | +$75.5K | 0.22% | 47 |
|
|
2024
Q3 | $653K | Buy |
6,654
+375
| +6% | +$36.8K | 0.22% | 48 |
|
|
2024
Q2 | $576K | Buy |
6,279
+918
| +17% | +$84.2K | 0.21% | 50 |
|
|
2024
Q1 | $507K | Buy |
5,361
+615
| +13% | +$58.2K | 0.19% | 51 |
|
|
2023
Q4 | $469K | Buy |
4,746
+4
| +0.1% | +$396 | 0.18% | 54 |
|
|
2023
Q3 | $421K | Sell |
4,742
-230
| -5% | -$20.4K | 0.18% | 56 |
|
|
2023
Q2 | $512K | Buy |
4,972
+768
| +18% | +$79.1K | 0.2% | 53 |
|
|
2023
Q1 | $447K | Buy |
+4,204
| New | +$447K | 0.19% | 55 |
|