WMA
Wealth Management Associates’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
Q2 | $12.2M | Buy |
138,561
+1,669
| +1% | +$147K | 4.76% | 2 |
|
|
2025
Q1 | $12.5M | Buy |
136,892
+8,176
| +6% | +$744K | 5.34% | 2 |
|
|
2024
Q4 | $11.2M | Buy |
128,716
+3,078
| +2% | +$269K | 4.8% | 2 |
|
|
2024
Q3 | $12.3M | Buy |
125,638
+2,469
| +2% | +$242K | 5.42% | 2 |
|
|
2024
Q2 | $11.3M | Hold |
123,169
| – | – | 5.3% | 2 |
|
|
2024
Q1 | $11.3M | Buy |
123,169
+4,716
| +4% | +$433K | 5.3% | 2 |
|
|
2023
Q4 | $11.7M | Buy |
118,453
+4,448
| +4% | +$440K | 6.18% | 2 |
|
|
2023
Q3 | $10.1M | Buy |
114,005
+3,868
| +4% | +$343K | 5.91% | 2 |
|
|
2023
Q2 | $11.3M | Buy |
110,137
+101,942
| +1,244% | +$10.5M | 6.42% | 2 |
|
|
2023
Q1 | $872K | Buy |
+8,195
| New | +$872K | 0.54% | 44 |
|