WBC
West Branch Capital’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 | $18K | Buy |
204
+3
| +1% | +$264 | 0.01% | 215 |
|
|
2025
Q1 | $18.3K | Sell |
201
-216
| -52% | -$19.7K | 0.01% | 236 |
|
|
2024
Q4 | $36.4K | Buy |
417
+203
| +95% | +$17.7K | 0.01% | 176 |
|
|
2024
Q3 | $21K | Buy |
214
+2
| +0.9% | +$196 | 0.01% | 220 |
|
|
2024
Q2 | $19.4K | Buy |
212
+2
| +1% | +$183 | 0.01% | 225 |
|
|
2024
Q1 | $19.8K | Buy |
210
+2
| +1% | +$189 | 0.01% | 228 |
|
|
2023
Q4 | $20.6K | Sell |
208
-319
| -61% | -$31.6K | 0.01% | 218 |
|
|
2023
Q3 | $46.7K | Buy |
527
+5
| +1% | +$443 | 0.02% | 167 |
|
|
2023
Q2 | $53.8K | Buy |
522
+4
| +0.8% | +$412 | 0.03% | 159 |
|
|
2023
Q1 | $55.1K | Buy |
518
+2
| +0.4% | +$213 | 0.03% | 158 |
|
|
2022
Q4 | $51.4K | Buy |
516
+54
| +12% | +$5.37K | 0.03% | 162 |
|
|
2022
Q3 | $47K | Buy |
462
+2
| +0.4% | +$203 | 0.03% | 167 |
|
|
2022
Q2 | $53K | Buy |
460
+52
| +13% | +$5.99K | 0.03% | 165 |
|
|
2022
Q1 | $54K | Hold |
408
| – | – | 0.03% | 182 |
|
|
2021
Q4 | $60K | Buy |
408
+2
| +0.5% | +$294 | 0.03% | 190 |
|
|
2021
Q3 | $59K | Buy |
406
+1
| +0.2% | +$145 | 0.03% | 182 |
|
|
2021
Q2 | $58K | Buy |
+405
| New | +$58K | 0.03% | 185 |
|
|
2020
Q4 | – | Sell |
-1,256
| Closed | -$205K | – | 93 |
|
|
2020
Q3 | $205K | Buy |
1,256
+4
| +0.3% | +$653 | 0.13% | 83 |
|
|
2020
Q2 | $205K | Buy |
+1,252
| New | +$205K | 0.14% | 82 |
|