Midwest Financial 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
Q2 | $2.78M | Buy |
31,448
+358
| +1% | +$31.6K | 1.46% | 20 |
|
|
2025
Q1 | $2.83M | Sell |
31,090
-3,536
| -10% | -$322K | 1.64% | 18 |
|
|
2024
Q4 | $3.02M | Buy |
34,626
+1,735
| +5% | +$152K | 1.74% | 17 |
|
|
2024
Q3 | $3.23M | Buy |
32,891
+8,660
| +36% | +$850K | 1.9% | 16 |
|
|
2024
Q2 | $2.22M | Buy |
24,231
+2,920
| +14% | +$268K | 1.42% | 19 |
|
|
2024
Q1 | $2.02M | Buy |
21,311
+2,513
| +13% | +$238K | 1.35% | 20 |
|
|
2023
Q4 | $1.86M | Buy |
18,798
+6,456
| +52% | +$638K | 1.39% | 19 |
|
|
2023
Q3 | $1.1M | Buy |
+12,342
| New | +$1.1M | 0.93% | 28 |
|
|
2023
Q2 | – | Sell |
-20,678
| Closed | -$2.2M | – | 102 |
|
|
2023
Q1 | $2.2M | Buy |
+20,678
| New | +$2.2M | 2.03% | 14 |
|