Midwest Heritage Bank’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 | $3.44M | Buy |
38,971
+3,088
| +9% | +$273K | 1.29% | 17 |
|
|
2025
Q1 | $3.27M | Buy |
35,883
+16,335
| +84% | +$1.49M | 1.35% | 16 |
|
|
2024
Q4 | $1.71M | Buy |
19,548
+15,439
| +376% | +$1.35M | 0.79% | 20 |
|
|
2024
Q3 | $403K | Buy |
4,109
+1,630
| +66% | +$160K | 0.19% | 38 |
|
|
2024
Q2 | $228K | Sell |
2,479
-6
| -0.2% | -$551 | 0.12% | 50 |
|
|
2024
Q1 | $235K | Buy |
+2,485
| New | +$235K | 0.12% | 48 |
|