WAM
WealthTrust Asset Management’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 | – | Sell |
-17,573
| Closed | -$1.6M | – | 91 |
|
|
2025
Q1 | $1.6M | Buy |
+17,573
| New | +$1.6M | 1.19% | 18 |
|
|
2024
Q4 | – | Sell |
-10,081
| Closed | -$989K | – | 100 |
|
|
2024
Q3 | $989K | Buy |
+10,081
| New | +$989K | 0.74% | 32 |
|
|
2023
Q2 | – | Sell |
-14,887
| Closed | -$1.58M | – | 81 |
|
|
2023
Q1 | $1.58M | Buy |
+14,887
| New | +$1.58M | 1.51% | 16 |
|