Balboa Wealth Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,663	Closed	-$240K	–	403
2025 Q1	$240K	Buy	+9,663	New	+$240K	0.06%	231
2023 Q3	–	Sell	-21,346	Closed	-$526K	–	316
2023 Q2	$526K	Buy	21,346 +5,028	+31%	+$124K	0.18%	106
2023 Q1	$411K	Buy	+16,318	New	+$411K	0.16%	130