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

Valtinson Bruner Financial Planning LLC

  • $272 Million
  • Q3 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 49,351 shares of TLT stock, worth $4.39 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
49,351
Previous 50,603 2.47%
Holding current value
$4.39 Million
Previous $4.47 Million 1.23%
% of portfolio
1.62%
Previous 1.74%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$85.01 - $90.35 $106,432 - $113,118
-1,252 Reduced 2.47%
49,351 $4.41 Million
Q2 2025

Aug 06, 2025
SELL
$83.97 - $92.85 $496,934 - $549,486
-5,918 Reduced 10.47%
50,603 $4.47 Million
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
1,409
Shares Held
433M
Call Options Held
153M
Put Options Held
157M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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