Marshall Financial Group (Maryland)’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 | $211K | Sell |
2,445
-144
| -6% | -$12.4K | 0.04% | 243 |
|
|
2025
Q1 | $236K | Sell |
2,589
-2,199
| -46% | -$200K | 0.05% | 214 |
|
|
2024
Q4 | $418K | Buy |
4,788
+318
| +7% | +$27.8K | 0.1% | 157 |
|
|
2024
Q3 | $438K | Sell |
4,470
-1,037
| -19% | -$102K | 0.1% | 159 |
|
|
2024
Q2 | $505K | Sell |
5,507
-1,653
| -23% | -$152K | 0.14% | 128 |
|
|
2024
Q1 | $678K | Buy |
7,160
+213
| +3% | +$20.2K | 0.19% | 118 |
|
|
2023
Q4 | $687K | Buy |
+6,947
| New | +$687K | 0.22% | 117 |
|