MBA 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 | $1.91M | Sell |
21,656
-673
| -3% | -$59.4K | 0.88% | 26 |
|
|
2025
Q1 | $2.03M | Buy |
22,329
+3,648
| +20% | +$332K | 1.01% | 26 |
|
|
2024
Q4 | $1.63M | Sell |
18,681
-3,559
| -16% | -$311K | 0.82% | 29 |
|
|
2024
Q3 | $2.18M | Buy |
22,240
+1,516
| +7% | +$149K | 1.05% | 28 |
|
|
2024
Q2 | $1.9M | Buy |
20,724
+839
| +4% | +$77K | 0.97% | 27 |
|
|
2024
Q1 | $1.88M | Buy |
19,885
+1,267
| +7% | +$120K | 0.97% | 28 |
|
|
2023
Q4 | $1.84M | Sell |
18,618
-1,775
| -9% | -$176K | 1.03% | 26 |
|
|
2023
Q3 | $1.81M | Buy |
20,393
+774
| +4% | +$68.6K | 1.11% | 24 |
|
|
2023
Q2 | $2.02M | Buy |
+19,619
| New | +$2.02M | 1.21% | 23 |
|