Scholtz & Company’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
2023
Q1
Sell
-10,390
Closed -$1.03M 49
2022
Q4
$1.03M Buy
10,390
+4,245
+69% +$422K 0.73% 30
2022
Q3
$602K Buy
+6,145
New +$602K 0.43% 38