Wagner Wealth Management’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
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 222 |
|
|
2025
Q1 | $2.06K | Buy |
23
+1
| +5% | +$89 | ﹤0.01% | 216 |
|
|
2024
Q4 | $1.96K | Sell |
22
-9
| -29% | -$802 | ﹤0.01% | 218 |
|
|
2024
Q3 | $3.04K | Hold |
31
| – | – | ﹤0.01% | 205 |
|
|
2024
Q2 | $2.85K | Sell |
31
-41
| -57% | -$3.76K | ﹤0.01% | 236 |
|
|
2024
Q1 | $6.81K | Buy |
72
+36
| +100% | +$3.41K | ﹤0.01% | 214 |
|
|
2023
Q4 | $3.56K | Buy |
36
+1
| +3% | +$99 | ﹤0.01% | 213 |
|
|
2023
Q3 | $3.1K | Buy |
+35
| New | +$3.1K | ﹤0.01% | 193 |
|
|
2018
Q1 | – | Sell |
-20
| Closed | -$2K | – | 794 |
|
|
2017
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 679 |
|