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

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