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