I sold long-term treasuries out of all ITA portfolios. Unless I missed one, shares of IEF and TLT were removed from all portfolios.
The Chinese are unloading treasuries so we need to find new borrowers to finance the 38 to 39 trillion dollar national debt. The debt will close in on 45 trillion by the time Trump leaves office. It may even be higher depending on interest rates and inflation.
Lowell