Surience Private Wealth’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	-28,637	Closed	-$3.13M	–	36
2024 Q3	$3.13M	Buy	+28,637	New	+$3.13M	3.2%	15
2024 Q2	–	Sell	-17,315	Closed	-$1.82M	–	41
2024 Q1	$1.82M	Buy	+17,315	New	+$1.82M	1.72%	21