Valley Financial Management’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
2023 Q2	–	Sell	-23,518	Closed	-$2.5M	–	51
2023 Q1	$2.5M	Buy	+23,518	New	+$2.5M	1.55%	25