Valley Financial Management, Inc. Ishares Barclays 20+ Year Trea Transaction History

Valley Financial Management, Inc.

$193 Billion
Q2 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$99.48 - $108.63 $2.34 Million - $2.55 Million	23,518 New	23,518 $2.5 Billion

Others Institutions Holding TLT

# of Institutions

1,356

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$9.17 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.44 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.68 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.38 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.57 Billion
0.29% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

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