Watershed Private Wealth’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 | $332K | Sell |
3,761
-1,437
| -28% | -$127K | 0.12% | 83 |
|
|
2025
Q1 | $473K | Sell |
5,198
-18,632
| -78% | -$1.7M | 0.19% | 71 |
|
|
2024
Q4 | $2.08M | Buy |
23,830
+3,439
| +17% | +$300K | 0.81% | 28 |
|
|
2024
Q3 | $2M | Sell |
20,391
-180
| -0.9% | -$17.7K | 0.8% | 27 |
|
|
2024
Q2 | $1.89M | Buy |
20,571
+2,248
| +12% | +$206K | 0.8% | 29 |
|
|
2024
Q1 | $1.73M | Buy |
+18,323
| New | +$1.73M | 0.77% | 31 |
|