Valtinson Bruner Financial Planning LLC TLT — ISHARES TR

Ownership history in Valtinson Bruner Financial Planning LLC  ·  8 quarters on record

AI Ownership Summary

Valtinson Bruner Financial Planning LLC reported ISHARES TR (TLT) in 8 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 2.17% in 2024 Q4. The latest visible filing shows TLT at 1.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Valtinson Bruner Financial Planning LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TLT was reported at 1.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.17% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TLT stock page Valtinson Bruner Financial Planning LLC fund profile Valtinson Bruner Financial Planning LLC full holdings
How Valtinson Bruner Financial Planning LLC held TLT — position size vs. price
% of Fund (quarterly)    TLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 48,702 -649 -1.3% 1.22% $4.2M 2026-02-14 (Est.) $89.07
2025 Q3 REDUCED — — — 49,351 -1,252 -2.5% 1.31% $4.4M 2025-11-04 $88.28
2025 Q2 REDUCED 10.5% +2.7% ❌ 50,603 -5,918 -10.5% 1.40% $4.5M 2025-08-06 $85.27
2025 Q1 REDUCED 20.4% -2.0% ✅ 56,521 -14,484 -20.4% 1.74% $5.1M 2025-05-14 $81.92
2024 Q4 ADDED — — — 71,005 +58,439 +465.1% 2.17% $6.2M 2025-02-10 $84.57
2024 Q3 REDUCED 17.6% -9.2% ✅ 12,566 -2,690 -17.6% 0.43% $1.2M 2024-11-05 $87.16
2024 Q2 ADDED — — — 15,256 +6,081 +66.3% 0.56% $1.4M 2024-08-05 $91.95
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TLT

As of 2026 Q1 — sorted by position size

CULTIVAR CAPITAL, INC. 8.61% SJBENEN ADVISORY, LLC 8.13% SIERRA OCEAN, LLC 6.41% VISION FINANCIAL MARKETS LLC 5.96% WJ Interests, LLC 3Y 5.91% Braun-Bostich & Associates Inc. 3Y 7Y 5.85% Bell Investment Advisors, Inc 3Y 5.78% Quaker Wealth Management, LLC 3Y 5.53% Ascent Advisors, LLC 5.3% Farmers & Merchants Trust Co of Chambersburg PA 3Y 7Y 5.0%

FAQ About Valtinson Bruner Financial Planning LLC and TLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Valtinson Bruner Financial Planning LLC reported owning TLT?

Valtinson Bruner Financial Planning LLC reported TLT across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported TLT position in Valtinson Bruner Financial Planning LLC's portfolio?

The largest reported portfolio weight for TLT was 2.17% in 2024 Q4.

What is the latest reported TLT position on this page?

The most recent filing on this page is 2025 Q4, when Valtinson Bruner Financial Planning LLC reported 48,702 shares, equal to 1.22% of portfolio, with an estimated market value of $4.2M.

What does the chart on this TLT ownership page compare?

The chart compares Valtinson Bruner Financial Planning LLC's quarterly TLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Valtinson Bruner Financial Planning LLC time their TLT position?

Based on 13F filing dates vs. subsequent TLT price moves, Valtinson Bruner Financial Planning LLC correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on TLT relative to SPY over the holding period was -19.2%.

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