MMBG Investment 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 | $537K | Hold |
6,086
| – | – | 0.05% | 133 |
|
|
2025
Q1 | $554K | Hold |
6,086
| – | – | 0.06% | 122 |
|
|
2024
Q4 | $531K | Hold |
6,086
| – | – | 0.06% | 120 |
|
|
2024
Q3 | $597K | Buy |
6,086
+3,816
| +168% | +$374K | 0.06% | 112 |
|
|
2024
Q2 | $208K | Hold |
2,270
| – | – | 0.02% | 151 |
|
|
2024
Q1 | $214K | Hold |
2,270
| – | – | 0.02% | 158 |
|
|
2023
Q4 | $224K | Buy |
+2,270
| New | +$224K | 0.03% | 155 |
|