MPW
MA Private Wealth’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 | $3.13M | Buy |
35,523
+229
| +0.6% | +$20.2K | 0.56% | 27 |
|
|
2025
Q1 | $3.21M | Buy |
35,294
+27,256
| +339% | +$2.48M | 0.6% | 25 |
|
|
2024
Q4 | $702K | Buy |
8,038
+1,692
| +27% | +$148K | 0.13% | 49 |
|
|
2024
Q3 | $623K | Buy |
6,346
+19
| +0.3% | +$1.86K | 0.12% | 51 |
|
|
2024
Q2 | $581K | Sell |
6,327
-24,371
| -79% | -$2.24M | 0.11% | 53 |
|
|
2024
Q1 | $2.9M | Buy |
+30,698
| New | +$2.9M | 0.59% | 26 |
|
|
2021
Q3 | – | Sell |
-6,679
| Closed | -$964K | – | 94 |
|
|
2021
Q2 | $964K | Sell |
6,679
-592
| -8% | -$85.4K | 0.19% | 49 |
|
|
2021
Q1 | $985K | Sell |
7,271
-144
| -2% | -$19.5K | 0.21% | 48 |
|
|
2020
Q4 | $1.17M | Sell |
7,415
-29
| -0.4% | -$4.58K | 0.27% | 40 |
|
|
2020
Q3 | $1.22M | Buy |
7,444
+95
| +1% | +$15.5K | 0.29% | 40 |
|
|
2020
Q2 | $1.21M | Buy |
7,349
+371
| +5% | +$60.8K | 0.3% | 39 |
|
|
2020
Q1 | $1.15M | Buy |
6,978
+14
| +0.2% | +$2.31K | 0.34% | 33 |
|
|
2019
Q4 | $943K | Buy |
6,964
+18
| +0.3% | +$2.44K | 0.29% | 31 |
|
|
2019
Q3 | $994K | Buy |
6,946
+1,169
| +20% | +$167K | 0.28% | 40 |
|
|
2019
Q2 | $767K | Buy |
5,777
+564
| +11% | +$74.9K | 0.22% | 48 |
|
|
2019
Q1 | $659K | Sell |
5,213
-2,186
| -30% | -$276K | 0.21% | 53 |
|
|
2018
Q4 | $899K | Buy |
+7,399
| New | +$899K | 0.34% | 45 |
|