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Wallace Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wallace Advisory Group’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,646
Closed -$478K – 176
2023
Q3 		$478K Buy
4,646
+72
+2% +$7.41K 0.34% 73
2023
Q2 		$487K Hold
4,574
– – 0.37% 73
2023
Q1 		$487K Hold
4,574
– – 0.37% 73
2022
Q4 		$455K Buy
+4,574
New +$455K 0.36% 71