Valeo Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Buy |
+8,807
| New | +$777K | 0.02% | 358 |
|
|
2021
Q2 | – | Sell |
-19
| Closed | -$3K | – | 1603 |
|
|
2021
Q1 | $3K | Sell |
19
-81
| -81% | -$12.8K | ﹤0.01% | 1636 |
|
|
2020
Q4 | $16K | Buy |
100
+97
| +3,233% | +$15.5K | ﹤0.01% | 1068 |
|
|
2020
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2038 |
|
|
2018
Q1 | – | Sell |
-450
| Closed | -$57K | – | 1630 |
|
|
2017
Q4 | $57K | Buy |
+450
| New | +$57K | 0.01% | 447 |
|