Koa Wealth Management’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
2024 Q4	–	Sell	-16,960	Closed	-$1.66M	–	53
2024 Q3	$1.66M	Sell	16,960 -367	-2%	-$36K	1.29%	28
2024 Q2	$1.59M	Sell	17,327 -809	-4%	-$74.3K	1.34%	24
2024 Q1	$1.72M	Sell	18,136 -220	-1%	-$20.8K	1.55%	21
2023 Q4	$1.82M	Buy	+18,356	New	+$1.82M	1.79%	19