Napa 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
2025 Q2	–	Sell	-3,190	Closed	-$290K	–	183
2025 Q1	$290K	Buy	3,190 +443	+16%	+$40.3K	0.16%	143
2024 Q4	$240K	Buy	+2,747	New	+$240K	0.1%	156
2024 Q1	–	Sell	-3,710	Closed	-$367K	–	111
2023 Q4	$367K	Buy	+3,710	New	+$367K	0.2%	78