Mayflower Financial Advisors’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 | $392K | Sell |
4,437
-8,179
| -65% | -$722K | 0.05% | 271 |
|
|
2025
Q1 | $1.15M | Sell |
12,616
-16,857
| -57% | -$1.53M | 0.17% | 127 |
|
|
2024
Q4 | $2.57M | Buy |
29,473
+6,964
| +31% | +$608K | 0.38% | 61 |
|
|
2024
Q3 | $2.21M | Sell |
22,509
-3,870
| -15% | -$380K | 0.33% | 70 |
|
|
2024
Q2 | $2.42M | Buy |
26,379
+3,345
| +15% | +$307K | 0.4% | 62 |
|
|
2024
Q1 | $2.18M | Sell |
23,034
-1,478
| -6% | -$140K | 0.36% | 67 |
|
|
2023
Q4 | $2.42M | Buy |
24,512
+11,072
| +82% | +$1.09M | 0.33% | 68 |
|
|
2023
Q3 | $1.19M | Buy |
13,440
+8,320
| +163% | +$738K | 0.18% | 110 |
|
|
2023
Q2 | $527K | Buy |
5,120
+580
| +13% | +$59.7K | 0.07% | 195 |
|
|
2023
Q1 | $483K | Buy |
4,540
+982
| +28% | +$104K | 0.06% | 205 |
|
|
2022
Q4 | $354K | Sell |
3,558
-1,256
| -26% | -$125K | 0.05% | 243 |
|
|
2022
Q3 | $493K | Buy |
4,814
+2,021
| +72% | +$207K | 0.08% | 185 |
|
|
2022
Q2 | $321K | Buy |
2,793
+592
| +27% | +$68K | 0.05% | 242 |
|
|
2022
Q1 | $291K | Buy |
2,201
+850
| +63% | +$112K | 0.04% | 276 |
|
|
2021
Q4 | $200K | Buy |
+1,351
| New | +$200K | 0.03% | 321 |
|