Mill Creek Capital 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 | – | Sell |
-3,005
| Closed | -$274K | – | 271 |
|
|
2025
Q1 | $274K | Sell |
3,005
-290
| -9% | -$26.4K | 0.01% | 226 |
|
|
2024
Q4 | $288K | Sell |
3,295
-4,499
| -58% | -$393K | 0.01% | 218 |
|
|
2024
Q3 | $765K | Sell |
7,794
-107,768
| -93% | -$10.6M | 0.02% | 136 |
|
|
2024
Q2 | $10.6M | Buy |
115,562
+11,335
| +11% | +$1.04M | 0.27% | 32 |
|
|
2024
Q1 | $9.86M | Buy |
104,227
+101,860
| +4,303% | +$9.64M | 0.27% | 32 |
|
|
2023
Q4 | $234K | Buy |
+2,367
| New | +$234K | 0.01% | 215 |
|