Maripau Wealth Management LLC Ishares Barclays 10 20 Yr Trea Transaction History

Maripau Wealth Management LLC

$106 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$93.11 - $109.52 $12,290 - $14,456	-132 Reduced 6.43%	1,922 $208,000
Q3 2023 Nov 15, 2023	SELL	$98.33 - $111.05 $706,501 - $797,894	-7,185 Reduced 77.77%	2,054 $202,000
Q2 2023 Aug 14, 2023	SELL	$108.81 - $116.4 $113,815 - $121,754	-1,046 Reduced 10.17%	9,239 $1.02 Million
Q1 2023 Jun 07, 2023	SELL	$106.93 - $116.34 $36,570 - $39,788	-342 Reduced 3.22%	10,285 $1.18 Million
Q4 2022 Jan 20, 2023	BUY	$101.35 - $115.41 $375,299 - $427,363	3,703 Added 53.48%	10,627 $0
Q3 2022 Nov 04, 2022	BUY	$107.15 - $125.14 $224,693 - $262,418	2,097 Added 43.44%	6,924 $722,000
Q2 2022 Aug 11, 2022	SELL	$114.64 - $134.55 $22,240 - $26,102	-194 Reduced 3.86%	4,827 $604,000
Q1 2022 May 10, 2022	BUY	$131.9 - $145.68 $105,783 - $116,835	802 Added 19.01%	5,021 $619,000
Q4 2021 Feb 11, 2022	BUY	$144.34 - $152.13 $608,970 - $641,836	4,219 New	4,219 $585,000

Others Institutions Holding TLH

# of Institutions

506

Shares Held

63.3M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$998 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$728 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$394 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$352 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$303 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

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