ProVise Management Group’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 Q1	–	Sell	-10,759	Closed	-$1.16M	–	346
2023 Q4	$1.16M	Sell	10,759 -3,618	-25%	-$392K	0.1%	163
2023 Q3	$1.42M	Sell	14,377 -6,464	-31%	-$637K	0.13%	138
2023 Q2	$2.31M	Buy	20,841 +4,836	+30%	+$536K	0.21%	112
2023 Q1	$1.83M	Buy	+16,005	New	+$1.83M	0.18%	122