MMA Asset Management’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
$1.35M Sell
15,303
-2,508
-14% -$221K 0.52% 43
2025
Q1
$1.62M Buy
17,811
+1,195
+7% +$109K 0.68% 28
2024
Q4
$1.45M Sell
16,616
-2,937
-15% -$256K 0.63% 29
2024
Q3
$1.86M Buy
19,553
+898
+5% +$85.3K 0.5% 39
2024
Q2
$1.71M Sell
18,655
-12
-0.1% -$1.1K 0.8% 27
2024
Q1
$1.68M Buy
18,667
+12,070
+183% +$1.09M 0.79% 26
2023
Q4
$652K Sell
6,597
-309
-4% -$30.6K 0.34% 55
2023
Q3
$612K Sell
6,906
-17
-0.2% -$1.51K 0.35% 54
2023
Q2
$713K Buy
+6,923
New +$713K 0.42% 53