MWPCG
Measured Wealth Private Client Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Buy |
69,290
+1,230
| +2% | +$109K | 1.83% | 12 |
|
|
2025
Q1 | $6.2M | Buy |
68,060
+4,837
| +8% | +$440K | 1.99% | 11 |
|
|
2024
Q4 | $5.52M | Buy |
63,223
+4,369
| +7% | +$382K | 1.78% | 12 |
|
|
2024
Q3 | $5.77M | Buy |
58,854
+29,139
| +98% | +$2.86M | 1.93% | 11 |
|
|
2024
Q2 | $2.73M | Sell |
29,715
-1,503
| -5% | -$138K | 0.96% | 19 |
|
|
2024
Q1 | $2.95M | Sell |
31,218
-24,458
| -44% | -$2.31M | 1.03% | 18 |
|
|
2023
Q4 | $5.51M | Sell |
55,676
-4,417
| -7% | -$437K | 2.03% | 10 |
|
|
2023
Q3 | $5.33M | Buy |
60,093
+4,112
| +7% | +$365K | 2.14% | 10 |
|
|
2023
Q2 | $5.76M | Buy |
55,981
+21,883
| +64% | +$2.25M | 2.19% | 10 |
|
|
2023
Q1 | $3.63M | Buy |
34,098
+269
| +0.8% | +$28.6K | 1.4% | 14 |
|
|
2022
Q4 | $3.37M | Buy |
33,829
+6,638
| +24% | +$661K | 1.39% | 15 |
|
|
2022
Q3 | $2.79M | Buy |
+27,191
| New | +$2.79M | 1.23% | 18 |
|
|
2022
Q1 | – | Sell |
-11,178
| Closed | -$1.66M | – | 192 |
|
|
2021
Q4 | $1.66M | Buy |
+11,178
| New | +$1.66M | 0.59% | 25 |
|
|
2019
Q2 | – | Sell |
-8,435
| Closed | -$1.07M | – | 218 |
|
|
2019
Q1 | $1.07M | Buy |
8,435
+1,056
| +14% | +$134K | 0.66% | 27 |
|
|
2018
Q4 | $897K | Buy |
7,379
+27
| +0.4% | +$3.28K | 0.81% | 23 |
|
|
2018
Q3 | $862K | Buy |
7,352
+300
| +4% | +$35.2K | 0.52% | 27 |
|
|
2018
Q2 | $858K | Buy |
+7,052
| New | +$858K | 0.7% | 26 |
|
|
2017
Q3 | $892K | Buy |
+7,151
| New | +$892K | 1.22% | 19 |
|