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 |
|