MAI Capital Management’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
$1.27M Sell
14,373
-4,204
-23% -$371K 0.01% 580
2025
Q1
$1.69M Buy
18,577
+329
+2% +$29.9K 0.01% 500
2024
Q4
$1.59M Buy
+18,248
New +$1.59M 0.01% 510