WCAMG
Woodard & Company Asset Management Group’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 | $45.5K | Buy |
516
+416
| +416% | +$36.7K | 0.01% | 117 |
|
|
2025
Q1 | $9.1K | Hold |
100
| – | – | ﹤0.01% | 126 |
|
|
2024
Q4 | $8.73K | Hold |
100
| – | – | ﹤0.01% | 119 |
|
|
2024
Q3 | $9.81K | Hold |
100
| – | – | ﹤0.01% | 112 |
|
|
2024
Q2 | $9.18K | Hold |
100
| – | – | ﹤0.01% | 110 |
|
|
2024
Q1 | $9.46K | Hold |
100
| – | – | ﹤0.01% | 98 |
|
|
2023
Q4 | $9.89K | Sell |
100
-100
| -50% | -$9.89K | ﹤0.01% | 97 |
|
|
2023
Q3 | $17.7K | Buy |
200
+100
| +100% | +$8.87K | 0.01% | 83 |
|
|
2023
Q2 | $10.3K | Hold |
100
| – | – | ﹤0.01% | 91 |
|
|
2023
Q1 | $10.6K | Hold |
100
| – | – | ﹤0.01% | 92 |
|
|
2022
Q4 | $9.96K | Hold |
100
| – | – | ﹤0.01% | 94 |
|
|
2022
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 95 |
|
|
2022
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 103 |
|
|
2022
Q1 | $13K | Hold |
100
| – | – | 0.01% | 109 |
|
|
2021
Q4 | $15K | Hold |
100
| – | – | 0.01% | 94 |
|
|
2021
Q3 | $14K | Hold |
100
| – | – | 0.01% | 97 |
|
|
2021
Q2 | $14K | Hold |
100
| – | – | 0.01% | 96 |
|
|
2021
Q1 | $14K | Hold |
100
| – | – | 0.01% | 104 |
|
|
2020
Q4 | $16K | Buy |
100
+93
| +1,329% | +$14.9K | 0.01% | 92 |
|
|
2020
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 91 |
|