MAM
Morse Asset Management’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 | $1.37M | Buy |
15,476
+1,701
| +12% | +$150K | 0.3% | 71 |
|
|
2025
Q1 | $1.25M | Sell |
13,775
-12,340
| -47% | -$1.12M | 0.32% | 69 |
|
|
2024
Q4 | $2.28M | Sell |
26,115
-3,736
| -13% | -$326K | 0.52% | 53 |
|
|
2024
Q3 | $2.93M | Buy |
+29,851
| New | +$2.93M | 0.63% | 45 |
|