MWM
MY Wealth 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 | $607K | Sell |
6,883
-164,838
| -96% | -$14.5M | 0.58% | 20 |
|
|
2025
Q1 | $15.6M | Buy |
171,721
+24,670
| +17% | +$2.24M | 15.12% | 1 |
|
|
2024
Q4 | $12.8M | Sell |
147,051
-38,376
| -21% | -$3.35M | 12.82% | 2 |
|
|
2024
Q3 | $18.2M | Buy |
185,427
+5,568
| +3% | +$546K | 18.45% | 1 |
|
|
2024
Q2 | $16.5M | Buy |
179,859
+1,841
| +1% | +$169K | 18.8% | 1 |
|
|
2024
Q1 | $16.8M | Sell |
178,018
-9,276
| -5% | -$878K | 18.58% | 1 |
|
|
2023
Q4 | $18.5M | Buy |
187,294
+92,134
| +97% | +$9.11M | 17.42% | 1 |
|
|
2023
Q3 | $8.44M | Buy |
95,160
+8
| +0% | +$710 | 8.39% | 4 |
|
|
2023
Q2 | $9.79M | Buy |
95,152
+5,072
| +6% | +$522K | 8.94% | 3 |
|
|
2023
Q1 | $9.58M | Buy |
+90,080
| New | +$9.58M | 9.6% | 3 |
|
|
2022
Q4 | – | Sell |
-52,221
| Closed | -$5.35M | – | 24 |
|
|
2022
Q3 | $5.35M | Buy |
52,221
+20,820
| +66% | +$2.13M | 5.74% | 6 |
|
|
2022
Q2 | $3.61M | Sell |
31,401
-140
| -0.4% | -$16.1K | 3.9% | 11 |
|
|
2022
Q1 | $4.17M | Buy |
+31,541
| New | +$4.17M | 3.86% | 11 |
|