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Monarch Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Monarch Capital Management’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,560
Closed -$206K – 126
2022
Q1 		$206K Sell
1,560
-200
-11% -$27.6K 0.05% 119
2021
Q4 		$261K Hold
1,760
– – 0.07% 110
2021
Q3 		$254K Hold
1,760
– – 0.07% 107
2021
Q2 		$254K Hold
1,760
– – 0.07% 105
2021
Q1 		$238K Hold
1,760
– – 0.07% 103
2020
Q4 		$278K Hold
1,760
– – 0.09% 97
2020
Q3 		$287K Hold
1,760
– – 0.1% 90
2020
Q2 		$289K Sell
1,760
-1,119
-39% -$184K 0.11% 86
2020
Q1 		$475K Hold
2,879
– – 0.19% 73
2019
Q4 		$390K Buy
+2,879
New +$401K 0.13% 83

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