Kingswood Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$518K	Buy	5,096 +105	+2%	+$10.7K	0.04%	400
2025 Q1	$518K	Sell	4,991 -6,648	-57%	-$690K	0.05%	384
2024 Q4	$1.16M	Buy	11,639 +2,040	+21%	+$203K	0.09%	241
2024 Q3	$1.05M	Buy	+9,599	New	+$1.05M	0.07%	282