WOSD
WFA of San Diego’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 | $45.8K | Buy |
+519
| New | +$45.8K | 0.03% | 212 |
|
|
2024
Q3 | $58.9K | Hold |
600
| – | – | 0.05% | 170 |
|
|
2024
Q2 | $55.1K | Buy |
+600
| New | +$55.1K | 0.05% | 170 |
|
|
2023
Q3 | $53.2K | Hold |
600
| – | – | 0.06% | 163 |
|
|
2023
Q2 | $61.8K | Buy |
+600
| New | +$61.8K | 0.06% | 153 |
|
|
2023
Q1 | – | Sell |
-600
| Closed | -$59.7K | – | 392 |
|
|
2022
Q4 | $59.7K | Buy |
+600
| New | +$59.7K | 0.05% | 177 |
|