VA
Valmark Advisers’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
3,545
-1,147
| -24% | -$101K | ﹤0.01% | 536 |
|
|
2025
Q1 | $427K | Buy |
4,692
+393
| +9% | +$35.8K | 0.01% | 453 |
|
|
2024
Q4 | $375K | Buy |
4,299
+515
| +14% | +$45K | 0.01% | 469 |
|
|
2024
Q3 | $371K | Sell |
3,784
-279
| -7% | -$27.4K | 0.01% | 463 |
|
|
2024
Q2 | $373K | Buy |
+4,063
| New | +$373K | 0.01% | 439 |
|