Wolff Wiese Magana’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
Q1
Sell
-175
Closed -$15.3K 1033
2024
Q4
$15.3K Hold
175
0.01% 342
2024
Q3
$17.2K Buy
+175
New +$17.2K 0.01% 341
2022
Q4
Sell
-377
Closed -$39K 967
2022
Q3
$39K Hold
377
0.03% 274
2022
Q2
$43K Hold
377
0.03% 277
2022
Q1
$50K Hold
377
0.03% 272
2021
Q4
$56K Hold
377
0.04% 263
2021
Q3
$54K Sell
377
-280
-43% -$40.1K 0.04% 271
2021
Q2
$95K Sell
657
-78
-11% -$11.3K 0.07% 200
2021
Q1
$100K Sell
735
-34
-4% -$4.63K 0.08% 190
2020
Q4
$121K Buy
+769
New +$121K 0.1% 158