YWM
Yoder Wealth Management’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 | $2.63M | Sell |
29,758
-2,685
| -8% | -$237K | 1.37% | 24 |
|
|
2025
Q1 | $2.95M | Buy |
32,443
+50
| +0.2% | +$4.55K | 1.66% | 21 |
|
|
2024
Q4 | $2.83M | Sell |
32,393
-1,333
| -4% | -$116K | 1.56% | 22 |
|
|
2024
Q3 | $3.31M | Buy |
33,726
+2,265
| +7% | +$222K | 1.99% | 16 |
|
|
2024
Q2 | $2.89M | Sell |
31,461
-1,977
| -6% | -$181K | 1.87% | 16 |
|
|
2024
Q1 | $3.16M | Buy |
33,438
+4,150
| +14% | +$393K | 2.06% | 15 |
|
|
2023
Q4 | $2.9M | Buy |
29,288
+18,044
| +160% | +$1.78M | 2.04% | 15 |
|
|
2023
Q3 | $997K | Buy |
11,244
+5,730
| +104% | +$508K | 0.82% | 31 |
|
|
2023
Q2 | $568K | Buy |
5,514
+816
| +17% | +$84K | 0.45% | 47 |
|
|
2023
Q1 | $500K | Buy |
+4,698
| New | +$500K | 0.42% | 48 |
|