WWM
Western Wealth 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 | $254K | Sell |
2,879
-295
| -9% | -$26K | 0.02% | 608 |
|
|
2025
Q1 | $289K | Sell |
3,174
-314
| -9% | -$28.6K | 0.02% | 539 |
|
|
2024
Q4 | $305K | Sell |
3,488
-20,973
| -86% | -$1.83M | 0.02% | 516 |
|
|
2024
Q3 | $2.4M | Buy |
24,461
+12,168
| +99% | +$1.19M | 0.14% | 154 |
|
|
2024
Q2 | $1.13M | Sell |
12,293
-477
| -4% | -$43.8K | 0.08% | 211 |
|
|
2024
Q1 | $1.21M | Sell |
12,770
-14,040
| -52% | -$1.33M | 0.09% | 202 |
|
|
2023
Q4 | $2.65M | Buy |
26,810
+3,600
| +16% | +$356K | 0.19% | 110 |
|
|
2023
Q3 | $2.06M | Buy |
23,210
+10,504
| +83% | +$932K | 0.17% | 121 |
|
|
2023
Q2 | $1.31M | Buy |
12,706
+10,653
| +519% | +$1.1M | 0.11% | 194 |
|
|
2023
Q1 | $218K | Buy |
+2,053
| New | +$218K | 0.02% | 589 |
|
|
2022
Q4 | – | Sell |
-3,172
| Closed | -$326K | – | 781 |
|
|
2022
Q3 | $326K | Buy |
3,172
+402
| +15% | +$41.3K | 0.02% | 609 |
|
|
2022
Q2 | $317K | Buy |
2,770
+147
| +6% | +$16.8K | 0.02% | 594 |
|
|
2022
Q1 | $347K | Buy |
+2,623
| New | +$347K | 0.02% | 624 |
|
|
2021
Q2 | $203K | Buy |
+1,410
| New | +$203K | 0.02% | 602 |
|
|
2021
Q1 | – | Sell |
-1,447
| Closed | -$228K | – | 540 |
|
|
2020
Q4 | $228K | Sell |
1,447
-402
| -22% | -$63.3K | 0.03% | 419 |
|
|
2020
Q3 | $302K | Buy |
1,849
+93
| +5% | +$15.2K | 0.05% | 333 |
|
|
2020
Q2 | $288K | Buy |
1,756
+476
| +37% | +$78.1K | 0.05% | 323 |
|
|
2020
Q1 | $209K | Sell |
1,280
-362
| -22% | -$59.1K | 0.05% | 332 |
|
|
2019
Q4 | $222K | Sell |
1,642
-230
| -12% | -$31.1K | 0.03% | 370 |
|
|
2019
Q3 | $268K | Buy |
+1,872
| New | +$268K | 0.06% | 313 |
|
|
2019
Q2 | – | Sell |
-1,977
| Closed | -$249K | – | 411 |
|
|
2019
Q1 | $249K | Buy |
+1,977
| New | +$249K | 0.06% | 321 |
|