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Sound View Wealth Advisors Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sound View Wealth Advisors Group’s Portfolio TLT Stock Details TLT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,285
Closed -$735K – 393
2023
Q3 		$735K Buy
8,285
+35
+0.4% +$3.1K 0.09% 177
2023
Q2 		$849K Sell
8,250
-761
-8% -$78.3K 0.11% 167
2023
Q1 		$959K Buy
+9,011
New +$959K 0.13% 151