Napa Wealth Management’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
2024
Q4
Sell
-8,200
Closed -$897K 212
2024
Q3
$897K Buy
8,200
+1,585
+24% +$173K 0.42% 70
2024
Q2
$679K Buy
+6,615
New +$679K 0.46% 48