WWA
WCG Wealth Advisors’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 |
-28,761
| Closed | -$2.51M | – | 325 |
|
|
2024
Q4 | $2.51M | Buy |
28,761
+1,082
| +4% | +$94.5K | 0.17% | 132 |
|
|
2024
Q3 | $2.72M | Sell |
27,679
-7,081
| -20% | -$695K | 0.18% | 126 |
|
|
2024
Q2 | $3.19M | Sell |
34,760
-614
| -2% | -$56.3K | 0.24% | 96 |
|
|
2024
Q1 | $3.35M | Buy |
35,374
+24,879
| +237% | +$2.35M | 0.28% | 84 |
|
|
2023
Q4 | $1.04M | Buy |
+10,495
| New | +$1.04M | 0.08% | 202 |
|