MCF 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
Sell
-3,893
Closed -$354K 936
2025
Q1
$354K Hold
3,893
0.03% 178
2024
Q4
$340K Hold
3,893
0.02% 184
2024
Q3
$382K Sell
3,893
-19
-0.5% -$1.86K 0.03% 166
2024
Q2
$359K Buy
3,912
+19
+0.5% +$1.74K 0.03% 164
2024
Q1
$368K Hold
3,893
0.03% 164
2023
Q4
$385K Hold
3,893
0.03% 157
2023
Q3
$345K Hold
3,893
0.03% 158
2023
Q2
$401K Buy
+3,893
New +$401K 0.04% 145