Mount Yale Investment 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 | $280 | Buy |
+3
| New | +$280 | ﹤0.01% | 1440 |
|
|
2025
Q1 | – | Sell |
-6,712
| Closed | -$586K | – | 571 |
|
|
2024
Q4 | $586K | Sell |
6,712
-682
| -9% | -$59.6K | 0.05% | 315 |
|
|
2024
Q3 | $725K | Sell |
7,394
-2,442
| -25% | -$240K | 0.07% | 261 |
|
|
2024
Q2 | $903K | Buy |
9,836
+491
| +5% | +$45.1K | 0.07% | 232 |
|
|
2024
Q1 | $884K | Sell |
9,345
-2,334
| -20% | -$221K | 0.07% | 240 |
|
|
2023
Q4 | $1.15M | Buy |
11,679
+868
| +8% | +$85.8K | 0.11% | 183 |
|
|
2023
Q3 | $959K | Buy |
+10,811
| New | +$959K | 0.1% | 192 |
|