MA Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
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|
2025
Q1 | $3.21M | Buy |
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|
2024
Q4 | $702K | Buy |
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|
2024
Q3 | $623K | Buy |
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|
2024
Q2 | $581K | Sell |
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|
2024
Q1 | $2.9M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $964K | Sell |
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|
2021
Q1 | $985K | Sell |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $1.22M | Buy |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $943K | Buy |
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|
2019
Q3 | $994K | Buy |
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|
2019
Q2 | $767K | Buy |
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|
2019
Q1 | $659K | Sell |
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|
2018
Q4 | $899K | Buy |
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