Valley National Advisers’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Valley National Advisers’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 Q1	–	Sell	-137	Closed	-$11K	–	845
2024 Q4	$11K	Buy	+137	New	+$12.6K	﹤0.01%	532
2023 Q3	–	Sell	-104	Closed	-$11K	–	1123
2023 Q2	$11K	Hold	104	–	–	﹤0.01%	590
2023 Q1	$11K	Buy	104 +50	+93%	+$5.23K	﹤0.01%	577
2022 Q4	$5K	Buy	54 +50	+1,250%	+$5.04K	﹤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%	-$13.6K	﹤0.01%	879
2021 Q3	$14K	Sell	96 -13	-12%	-$1.93K	﹤0.01%	537
2021 Q2	$16K	Buy	109 +96	+738%	+$13.4K	﹤0.01%	521
2021 Q1	$2K	Buy	+13	New	+$1.88K	﹤0.01%	753
2020 Q1	–	Sell	-54	Closed	-$7K	–	841
2019 Q4	$7K	Hold	54	–	–	﹤0.01%	572
2019 Q3	$8K	Buy	+54	New	+$7.5K	﹤0.01%	546

Other funds holding TLT

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valley National Advisers's TLT Position: Q1 2025 in Review

Valley National Advisers sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 137 shares — an estimated $11K sold.

Valley National Advisers first reported a position in TLT in Q3 2019 and held it in 13 quarters. The position peaked at $16K in Q2 2021. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Valley National Advisers reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Valley National Advisers sold 137 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $11K.
Valley National Advisers first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and held it in 13 quarters.
Valley National Advisers's iShares 20+ Year Treasury Bond ETF position peaked at $16K in Q2 2021.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Valley National Advisers's 13F filing for Q1 2025, filed 25 Apr 2025.