BFA

BMS Financial 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
2023 Q2	–	Sell	-2,299	Closed	-$245K	–	127
2023 Q1	$245K	Buy	+2,299	New	+$245K	0.17%	104
2022 Q4	–	Sell	-2,784	Closed	-$285K	–	115
2022 Q3	$285K	Buy	+2,784	New	+$285K	0.2%	92