MAM
Milestone Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
+13,122
| New | +$1.16M | 0.24% | 73 |
|
|
2025
Q1 | – | Sell |
-21,938
| Closed | -$1.92M | – | 249 |
|
|
2024
Q4 | $1.92M | Buy |
21,938
+19,588
| +834% | +$1.71M | 0.42% | 64 |
|
|
2024
Q3 | $231K | Sell |
2,350
-536
| -19% | -$52.6K | 0.05% | 186 |
|
|
2024
Q2 | $265K | Sell |
2,886
-10,549
| -79% | -$968K | 0.07% | 170 |
|
|
2024
Q1 | $1.27M | Buy |
13,435
+2,425
| +22% | +$229K | 0.36% | 64 |
|
|
2023
Q4 | $1.09M | Sell |
11,010
-4,581
| -29% | -$453K | 0.36% | 18 |
|
|
2023
Q3 | $1.36M | Buy |
15,591
+83
| +0.5% | +$7.22K | 0.47% | 17 |
|
|
2023
Q2 | $1.6M | Buy |
15,508
+12,050
| +348% | +$1.24M | 0.7% | 11 |
|
|
2023
Q1 | $368K | Sell |
3,458
-103
| -3% | -$11K | 0.21% | 47 |
|
|
2022
Q4 | $376K | Buy |
+3,561
| New | +$376K | 0.22% | 38 |
|