Valtinson Bruner Financial Planning’s US Treasury 20 Year Bond ETF UTWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
6,493
+34
| +0.5% | +$1.49K | 0.09% | 116 |
|
|
2025
Q1 | $289K | Sell |
6,459
-235
| -4% | -$10.5K | 0.1% | 106 |
|
|
2024
Q4 | $291K | Sell |
6,694
-39,946
| -86% | -$1.73M | 0.1% | 113 |
|
|
2024
Q3 | $2.23M | Sell |
46,640
-317,109
| -87% | -$15.2M | 0.78% | 31 |
|
|
2024
Q2 | $16.4M | Buy |
363,749
+194,589
| +115% | +$8.76M | 6.5% | 1 |
|
|
2024
Q1 | $7.82M | Buy |
+169,160
| New | +$7.82M | 3.33% | 6 |
|