VBFP
Valtinson Bruner Financial Planning’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 | $4.47M | Sell |
50,603
-5,918
| -10% | -$522K | 1.4% | 14 |
|
|
2025
Q1 | $5.15M | Sell |
56,521
-14,484
| -20% | -$1.32M | 1.74% | 13 |
|
|
2024
Q4 | $6.2M | Buy |
71,005
+58,439
| +465% | +$5.1M | 2.17% | 12 |
|
|
2024
Q3 | $1.23M | Sell |
12,566
-2,690
| -18% | -$264K | 0.43% | 51 |
|
|
2024
Q2 | $1.4M | Buy |
+15,256
| New | +$1.4M | 0.56% | 47 |
|
|
2021
Q1 | – | Sell |
-9,175
| Closed | -$1.39M | – | 94 |
|
|
2020
Q4 | $1.39M | Buy |
+9,175
| New | +$1.39M | 0.87% | 32 |
|