Morton Brown Family Wealth’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 | – | Sell |
-13
| Closed | -$1.18K | – | 334 |
|
|
2025
Q1 | $1.18K | Hold |
13
| – | – | ﹤0.01% | 292 |
|
|
2024
Q4 | $1.14K | Sell |
13
-1
| -7% | -$87 | ﹤0.01% | 248 |
|
|
2024
Q3 | $1.37K | Buy |
14
+13
| +1,300% | +$1.28K | ﹤0.01% | 233 |
|
|
2024
Q2 | $93 | Hold |
1
| – | – | ﹤0.01% | 217 |
|
|
2024
Q1 | $95 | Sell |
1
-15
| -94% | -$1.43K | ﹤0.01% | 212 |
|
|
2023
Q4 | $1.58K | Buy |
16
+15
| +1,500% | +$1.48K | ﹤0.01% | 249 |
|
|
2023
Q3 | $89 | Hold |
1
| – | – | ﹤0.01% | 176 |
|
|
2023
Q2 | $103 | Hold |
1
| – | – | ﹤0.01% | 170 |
|
|
2023
Q1 | $106 | Buy |
+1
| New | +$106 | ﹤0.01% | 290 |
|