Valeo Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Valeo Financial Advisors’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$849K	Buy
2021 Q2	–	Sell
2021 Q1	$3K	Sell
2020 Q4	$16K	Buy
2020 Q3	$0	Buy
2018 Q1	–	Sell
2017 Q4	$57K	Buy