MLA
My Legacy Advisors’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 | – | Sell |
-2,986
| Closed | -$272K | – | 222 |
|
|
2025
Q1 | $272K | Sell |
2,986
-13,166
| -82% | -$1.2M | 0.1% | 183 |
|
|
2024
Q4 | $1.4M | Buy |
16,152
+1,718
| +12% | +$149K | 0.54% | 46 |
|
|
2024
Q3 | $1.42M | Sell |
14,434
-11,368
| -44% | -$1.12M | 0.56% | 46 |
|
|
2024
Q2 | $2.37M | Buy |
25,802
+2,714
| +12% | +$249K | 0.76% | 30 |
|
|
2024
Q1 | $2.18M | Buy |
23,088
+369
| +2% | +$34.9K | 0.73% | 37 |
|
|
2023
Q4 | $2.2M | Buy |
22,719
+527
| +2% | +$51K | 0.79% | 33 |
|
|
2023
Q3 | $1.84M | Buy |
22,192
+17,770
| +402% | +$1.47M | 0.75% | 34 |
|
|
2023
Q2 | $451K | Buy |
4,422
+341
| +8% | +$34.7K | 0.18% | 158 |
|
|
2023
Q1 | $436K | Buy |
4,081
+186
| +5% | +$19.9K | 0.19% | 155 |
|
|
2022
Q4 | $416K | Buy |
3,895
+901
| +30% | +$96.1K | 0.18% | 162 |
|
|
2022
Q3 | $295K | Buy |
+2,994
| New | +$295K | 0.15% | 177 |
|