Magnus Financial Group’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
Q2 | $317K | Sell |
3,594
-596
| -14% | -$52.6K | 0.03% | 288 |
|
2025
Q1 | $381K | Buy |
4,190
+1,363
| +48% | +$124K | 0.04% | 256 |
|
2024
Q4 | $247K | Sell |
2,827
-6,019
| -68% | -$526K | 0.02% | 304 |
|
2024
Q3 | $868K | Buy |
8,846
+3,641
| +70% | +$357K | 0.09% | 163 |
|
2024
Q2 | $478K | Buy |
+5,205
| New | +$478K | 0.05% | 205 |
|
2023
Q4 | – | Sell |
-33,508
| Closed | -$2.97M | – | 296 |
|
2023
Q3 | $2.97M | Sell |
33,508
-41,531
| -55% | -$3.68M | 0.43% | 43 |
|
2023
Q2 | $7.72M | Buy |
75,039
+69,024
| +1,148% | +$7.11M | 1.1% | 24 |
|
2023
Q1 | $640K | Buy |
+6,015
| New | +$640K | 0.1% | 150 |
|