Monument Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-62,032
| Closed | -$6.09M | – | 214 |
|
|
2024
Q3 | $6.09M | Buy |
+62,032
| New | +$6.09M | 1.68% | 9 |
|
|
2024
Q2 | – | Sell |
-10,660
| Closed | -$1.01M | – | 199 |
|
|
2024
Q1 | $1.01M | Sell |
10,660
-705
| -6% | -$66.7K | 0.29% | 83 |
|
|
2023
Q4 | $1.12M | Buy |
+11,365
| New | +$1.12M | 0.36% | 72 |
|
|
2023
Q2 | – | Sell |
-3,799
| Closed | -$404K | – | 173 |
|
|
2023
Q1 | $404K | Sell |
3,799
-19,711
| -84% | -$2.1M | 0.14% | 112 |
|
|
2022
Q4 | $2.34M | Buy |
23,510
+14,130
| +151% | +$1.41M | 0.8% | 39 |
|
|
2022
Q3 | $961K | Buy |
9,380
+6,957
| +287% | +$713K | 0.36% | 74 |
|
|
2022
Q2 | $278K | Buy |
+2,423
| New | +$278K | 0.1% | 125 |
|
|
2022
Q1 | – | Sell |
-41,249
| Closed | -$6.11M | – | 159 |
|
|
2021
Q4 | $6.11M | Buy |
41,249
+35,160
| +577% | +$5.21M | 1.9% | 9 |
|
|
2021
Q3 | $879K | Buy |
6,089
+1,733
| +40% | +$250K | 0.3% | 79 |
|
|
2021
Q2 | $629K | Buy |
+4,356
| New | +$629K | 0.22% | 91 |
|