Maia Wealth’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 | $601K | Sell |
6,813
-428
| -6% | -$37.8K | 0.11% | 176 |
|
|
2025
Q1 | $634K | Sell |
7,241
-9,409
| -57% | -$823K | 0.14% | 155 |
|
|
2024
Q4 | $1.47M | Sell |
16,650
-2,399
| -13% | -$212K | 0.32% | 77 |
|
|
2024
Q3 | $1.77M | Sell |
19,049
-2,082
| -10% | -$193K | 0.44% | 59 |
|
|
2024
Q2 | $1.96M | Buy |
+21,131
| New | +$1.96M | 0.59% | 45 |
|
|
2023
Q4 | $2.3M | Buy |
+23,270
| New | +$2.3M | 0.93% | 24 |
|