Valtinson Bruner Financial Planning LLC Ishares Barclays 20+ Year Trea Transaction History

Valtinson Bruner Financial Planning LLC

$239 Million
Q1 2025

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 56,521 shares of TLT stock, worth $4.94 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

56,521

Previous 71,005 20.4%

Holding current value

$4.94 Million

Previous $6.2 Million 17.02%

% of portfolio

2.15%

Previous 2.57%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$85.29 - $92.57 $1.24 Million - $1.34 Million	-14,484 Reduced 20.4%	56,521 $5.15 Million
Q4 2024 Feb 10, 2025	BUY	$87.1 - $98.49 $5.09 Million - $5.76 Million	58,439 Added 465.06%	71,005 $6.2 Million
Q3 2024 Nov 05, 2024	SELL	$89.91 - $101.33 $241,857 - $272,577	-2,690 Reduced 17.63%	12,566 $1.23 Million
Q2 2024 Aug 05, 2024	BUY	$87.78 - $94.67 $1.34 Million - $1.44 Million	15,256 New	15,256 $1.4 Million
Q1 2021 Apr 16, 2021	SELL	$133.92 - $157.54 $1.23 Million - $1.45 Million	-9,175 Closed	0 $0
Q4 2020 Jan 08, 2021	BUY	$155.16 - $163.36 $1.42 Million - $1.5 Million	9,175 New	9,175 $1.39 Million

Others Institutions Holding TLT

# of Institutions

1,426

Shares Held

456M

Call Options Held

179M

Put Options Held

130M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Valtinson Bruner Financial Planning LLC Ishares Barclays 20+ Year Trea Transaction History