Midland Wealth 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
$211K Sell
2,389
-21,973
-90% -$1.94M 0.01% 166
2025
Q1
$2.22M Sell
24,362
-587,723
-96% -$53.5M 0.13% 42
2024
Q4
$53.5M Buy
612,085
+47,903
+8% +$4.18M 3.22% 11
2024
Q3
$55.3M Buy
+564,182
New +$55.3M 3.25% 11