Mutual Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Mutual Advisors’s Portfolio TLT Stock Details TLT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.34M	Sell	96,551 -5,815	-6%	-$503K	0.21%	100
2025 Q1	$9.1M	Sell	102,366 -19,168	-16%	-$1.7M	0.26%	70
2024 Q4	$10.6M	Buy	121,534 +6,146	+5%	+$535K	0.31%	55
2024 Q3	$10.7M	Sell	115,388 -6,514	-5%	-$604K	0.31%	58
2024 Q2	$11.4M	Sell	121,902 -15,231	-11%	-$1.42M	0.34%	48
2024 Q1	$13M	Buy	137,133 +4,643	+4%	+$439K	0.42%	36
2023 Q4	$13.1M	Buy	132,490 +105,999	+400%	+$10.5M	0.46%	32
2023 Q3	$2.35M	Sell	26,491 -22,784	-46%	-$2.02M	0.09%	214
2023 Q2	$5.07M	Buy	49,275 +34,893	+243%	+$3.59M	0.19%	105
2023 Q1	$1.53M	Sell	14,382 -4,738	-25%	-$504K	0.06%	307
2022 Q4	$1.9M	Buy	19,120 +6,286	+49%	+$626K	0.09%	238
2022 Q3	$1.32M	Sell	12,834 -2,392	-16%	-$245K	0.07%	303
2022 Q2	$1.75M	Buy	15,226 +1,008	+7%	+$116K	0.12%	198
2022 Q1	$1.88M	Buy	14,218 +2,616	+23%	+$346K	0.11%	223
2021 Q4	$1.72M	Sell	11,602 -1,930	-14%	-$286K	0.09%	257
2021 Q3	$1.95M	Sell	13,532 -2,875	-18%	-$415K	0.12%	219
2021 Q2	$2.37M	Buy	16,407 +268	+2%	+$38.7K	0.14%	180
2021 Q1	$2.19M	Buy	16,139 +212	+1%	+$28.7K	0.15%	167
2020 Q4	$2.51M	Sell	15,927 -20,260	-56%	-$3.2M	0.19%	118
2020 Q3	$5.91M	Buy	36,187 +6,168	+21%	+$1.01M	0.51%	36
2020 Q2	$4.92M	Buy	30,019 +14,407	+92%	+$2.36M	0.48%	38
2020 Q1	$2.58M	Sell	15,612 -221	-1%	-$36.5K	0.35%	59
2019 Q4	$2.15M	Buy	15,833 +447	+3%	+$60.6K	0.23%	110
2019 Q3	$2.2M	Sell	15,386 -2,422	-14%	-$346K	0.29%	83
2019 Q2	$2.37M	Buy	17,808 +4,587	+35%	+$609K	0.31%	70
2019 Q1	$1.67M	Buy	13,221 +1,812	+16%	+$229K	0.25%	93
2018 Q4	$1.39M	Sell	11,409 -1,076	-9%	-$131K	0.27%	89
2018 Q3	$1.46M	Buy	12,485 +619	+5%	+$72.6K	0.22%	110
2018 Q2	$1.44M	Sell	11,866 -24	-0.2%	-$2.92K	0.33%	92
2018 Q1	$1.45M	Buy	11,890 +557	+5%	+$67.9K	0.37%	69
2017 Q4	$1.44M	Buy	+11,333	New	+$1.44M	0.54%	50