MONECO 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 | $1.34M | Sell |
15,185
-12,472
| -45% | -$1.1M | 0.12% | 164 |
|
2025
Q1 | $2.52M | Sell |
27,657
-22,945
| -45% | -$2.09M | 0.26% | 86 |
|
2024
Q4 | $4.42M | Sell |
50,602
-4,352
| -8% | -$380K | 0.47% | 46 |
|
2024
Q3 | $5.39M | Sell |
54,954
-5,683
| -9% | -$558K | 0.67% | 33 |
|
2024
Q2 | $5.57M | Buy |
60,637
+2,832
| +5% | +$260K | 0.82% | 24 |
|
2024
Q1 | $5.47M | Buy |
57,805
+18,371
| +47% | +$1.74M | 0.87% | 22 |
|
2023
Q4 | $3.9M | Buy |
39,434
+35,576
| +922% | +$3.52M | 0.74% | 28 |
|
2023
Q3 | $342K | Buy |
3,858
+474
| +14% | +$42K | 0.09% | 229 |
|
2023
Q2 | $348K | Buy |
3,384
+145
| +4% | +$14.9K | 0.09% | 227 |
|
2023
Q1 | $345K | Buy |
3,239
+219
| +7% | +$23.3K | 0.1% | 219 |
|
2022
Q4 | $301K | Sell |
3,020
-137
| -4% | -$13.6K | 0.11% | 193 |
|
2022
Q3 | $323K | Buy |
+3,157
| New | +$323K | 0.13% | 168 |
|