WAS
WESPAC Advisors SoCal’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 | $3.12M | Sell |
35,333
-1,207
| -3% | -$107K | 0.7% | 43 |
|
|
2025
Q1 | $3.33M | Buy |
36,540
+4,622
| +14% | +$421K | 0.87% | 34 |
|
|
2024
Q4 | $2.79M | Buy |
31,918
+1,372
| +4% | +$120K | 0.63% | 44 |
|
|
2024
Q3 | $3M | Buy |
30,546
+9,251
| +43% | +$908K | 0.69% | 39 |
|
|
2024
Q2 | $1.95M | Sell |
21,295
-5,901
| -22% | -$542K | 0.49% | 43 |
|
|
2024
Q1 | $2.57M | Buy |
27,196
+5,410
| +25% | +$512K | 0.67% | 39 |
|
|
2023
Q4 | $2.15M | Buy |
+21,786
| New | +$2.15M | 0.63% | 40 |
|