MCC
Money Concepts Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
+3,512
| New | +$310K | 0.02% | 372 |
|
|
2024
Q1 | – | Sell |
-20,656
| Closed | -$2.04M | – | 410 |
|
|
2023
Q4 | $2.04M | Buy |
20,656
+17,549
| +565% | +$1.74M | 0.19% | 130 |
|
|
2023
Q3 | $276K | Sell |
3,107
-1,046
| -25% | -$92.8K | 0.03% | 301 |
|
|
2023
Q2 | $428K | Sell |
4,153
-323,799
| -99% | -$33.4M | 0.04% | 273 |
|
|
2023
Q1 | $2.04M | Buy |
327,952
+318,269
| +3,287% | +$1.98M | 0.11% | 151 |
|
|
2022
Q4 | $964K | Buy |
9,683
+3,943
| +69% | +$393K | 0.04% | 303 |
|
|
2022
Q3 | $588K | Buy |
5,740
+1,142
| +25% | +$117K | 0.03% | 276 |
|
|
2022
Q2 | $532K | Sell |
4,598
-1,059
| -19% | -$123K | 0.05% | 270 |
|
|
2022
Q1 | $747K | Buy |
5,657
+4,232
| +297% | +$559K | 0.04% | 344 |
|
|
2021
Q4 | $211K | Buy |
+1,425
| New | +$211K | 0.02% | 480 |
|
|
2021
Q1 | $223K | Sell |
1,644
-14,604
| -90% | -$1.98M | 0.02% | 457 |
|
|
2020
Q4 | $2.56M | Buy |
+16,248
| New | +$2.56M | 0.24% | 101 |
|