Maxi Investments CY’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 | $24.8M | Buy |
+280,950
| New | +$24.8M | 4.12% | 4 |
|
|
2025
Q1 | – | Sell |
-796,155
| Closed | -$69.5M | – | 167 |
|
|
2024
Q4 | $69.5M | Buy |
796,155
+185,650
| +30% | +$16.2M | 13.41% | 1 |
|
|
2024
Q3 | $59.9M | Hold |
610,505
| – | – | 15.98% | 2 |
|
|
2024
Q2 | $56M | Hold |
610,505
| – | – | 12.58% | 1 |
|
|
2024
Q1 | $57.8M | Sell |
610,505
-651,818
| -52% | -$61.7M | 15.48% | 1 |
|
|
2023
Q4 | $125M | Sell |
1,262,323
-213,553
| -14% | -$21.1M | 35.1% | 1 |
|
|
2023
Q3 | $131M | Buy |
+1,475,876
| New | +$131M | 60.5% | 1 |
|