WMG Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
4,701
-193
| -4% | -$17K | 0.15% | 97 |
|
|
2025
Q1 | $446K | Buy |
4,894
+1,964
| +67% | +$179K | 0.19% | 78 |
|
|
2024
Q4 | $256K | Sell |
2,930
-484
| -14% | -$42.3K | 0.11% | 133 |
|
|
2024
Q3 | $335K | Sell |
3,414
-1,277
| -27% | -$125K | 0.15% | 98 |
|
|
2024
Q2 | $431K | Sell |
4,691
-2,500
| -35% | -$229K | 0.23% | 69 |
|
|
2024
Q1 | $680K | Sell |
7,191
-103
| -1% | -$9.75K | 0.39% | 50 |
|
|
2023
Q4 | $721K | Sell |
7,294
-955
| -12% | -$94.4K | 0.47% | 45 |
|
|
2023
Q3 | $732K | Buy |
+8,249
| New | +$732K | 0.62% | 38 |
|