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 Q4	–	Sell	-5,623	Closed	-$503K	–	906
2025 Q3	$503K	Sell	5,623 -74,590	-93%	-$6.52M	0.01%	461
2025 Q2	$849K	Buy	+80,213	New	+$6.99M	0.02%	337
2021 Q2	–	Sell	-19	Closed	-$3K	–	1701
2021 Q1	$3K	Sell	19 -81	-81%	-$11.7K	﹤0.01%	1728
2020 Q4	$16K	Buy	100 +97	+3,233%	+$15.4K	﹤0.01%	1093
2020 Q3	$0	Buy	+3	New	+$498	﹤0.01%	2114
2018 Q1	–	Sell	-450	Closed	-$57K	–	1603
2017 Q4	$57K	Buy	+450	New	+$56.5K	0.01%	447

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valeo Financial Advisors's TLT Position: Q4 2025 in Review

Valeo Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 5,623 shares — an estimated $503K sold.

Valeo Financial Advisors first reported a position in TLT in Q4 2017 and held it in 6 quarters. The position peaked at $849K in Q2 2025. 1,152 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Valeo Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Valeo Financial Advisors sold 5,623 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $503K.
Valeo Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and held it in 6 quarters.
Valeo Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $849K in Q2 2025.
1,152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.