Members Advisory Group’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
Q1 | – | Sell |
-2,355
| Closed | -$207K | – | 36 |
|
|
2024
Q4 | $207K | Sell |
2,355
-184,447
| -99% | -$16.2M | 0.08% | 34 |
|
|
2024
Q3 | $18.3M | Buy |
186,802
+7,875
| +4% | +$773K | 9.16% | 5 |
|
|
2024
Q2 | $16.4M | Buy |
178,927
+4,676
| +3% | +$429K | 8.97% | 5 |
|
|
2024
Q1 | $16.5M | Buy |
174,251
+1,971
| +1% | +$187K | 9.34% | 5 |
|
|
2023
Q4 | $17M | Buy |
172,280
+13,499
| +9% | +$1.33M | 10.03% | 5 |
|
|
2023
Q3 | $14.1M | Buy |
158,781
+5,542
| +4% | +$492K | 9.1% | 5 |
|
|
2023
Q2 | $15.8M | Buy |
153,239
+1,935
| +1% | +$199K | 9.84% | 4 |
|
|
2023
Q1 | $16.1M | Buy |
151,304
+2,315
| +2% | +$246K | 10.4% | 4 |
|
|
2022
Q4 | $14.8M | Buy |
+148,989
| New | +$14.8M | 10.08% | 4 |
|