MGB Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.9K Hold
407
0.01% 272
2025
Q1
$37K Hold
407
0.01% 254
2024
Q4
$35.5K Buy
407
+1
+0.2% +$87 0.01% 247
2024
Q3
$39.9K Sell
406
-1
-0.2% -$98 0.01% 235
2024
Q2
$38.2K Buy
407
+6
+1% +$563 0.01% 238
2024
Q1
$38K Buy
401
+1
+0.3% +$95 0.02% 229
2023
Q4
$39.6K Buy
+400
New +$39.6K 0.02% 225