Valley National Advisers’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
Q1 | – | Sell |
-137
| Closed | -$11K | – | 845 |
|
|
2024
Q4 | $11K | Buy |
+137
| New | +$11K | ﹤0.01% | 532 |
|
|
2023
Q3 | – | Sell |
-104
| Closed | -$11K | – | 1121 |
|
|
2023
Q2 | $11K | Hold |
104
| – | – | ﹤0.01% | 589 |
|
|
2023
Q1 | $11K | Buy |
104
+50
| +93% | +$5.29K | ﹤0.01% | 574 |
|
|
2022
Q4 | $5K | Buy |
54
+50
| +1,250% | +$4.63K | ﹤0.01% | 675 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 991 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 979 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 878 |
|
|
2021
Q4 | $1K | Sell |
4
-92
| -96% | -$23K | ﹤0.01% | 879 |
|
|
2021
Q3 | $14K | Sell |
96
-13
| -12% | -$1.9K | ﹤0.01% | 537 |
|
|
2021
Q2 | $16K | Buy |
109
+96
| +738% | +$14.1K | ﹤0.01% | 521 |
|
|
2021
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 753 |
|
|
2020
Q1 | – | Sell |
-54
| Closed | -$7K | – | 841 |
|
|
2019
Q4 | $7K | Hold |
54
| – | – | ﹤0.01% | 572 |
|
|
2019
Q3 | $8K | Buy |
+54
| New | +$8K | ﹤0.01% | 546 |
|