Golden State Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 6,052 shares of TLT stock, worth $543,772. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,052
Previous 3,942 53.53%
Holding current value
$543,772
Previous $521,000 101352.4%
% of portfolio
0.08%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$87.1 - $98.49 $183,781 - $207,813
2,110 Added 53.53%
6,052 $529 Million
Q1 2022

May 19, 2022
BUY
$128.66 - $144.3 $60,341 - $67,676
469 Added 13.5%
3,942 $521,000
Q1 2022

May 16, 2022
SELL
$128.66 - $144.3 $6,818 - $7,647
-53 Reduced 1.5%
3,473 $470,000
Q4 2021

Feb 14, 2022
SELL
$141.52 - $154.35 $1,839 - $2,006
-13 Reduced 0.37%
3,526 $522,000
Q3 2021

Nov 15, 2021
BUY
$144.09 - $151.79 $19,019 - $20,036
132 Added 3.87%
3,539 $511,000
Q2 2021

Aug 12, 2021
SELL
$135.6 - $145.73 $8,949 - $9,618
-66 Reduced 1.9%
3,407 $492,000
Q1 2021

May 14, 2021
SELL
$133.92 - $157.54 $30,131 - $35,446
-225 Reduced 6.08%
3,473 $470,000
Q4 2020

Jan 28, 2021
BUY
$155.16 - $163.36 $115,904 - $122,029
747 Added 25.31%
3,698 $583,000
Q3 2020

Nov 12, 2020
BUY
$161.12 - $171.57 $475,465 - $506,303
2,951 New
2,951 $482,000
Q2 2020

Aug 11, 2020
SELL
$156.11 - $171.29 $115,365 - $126,583
-739 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$136.74 - $171.29 $101,050 - $126,583
739 New
739 $122,000

Others Institutions Holding TLT

# of Institutions
1,373
Shares Held
466M
Call Options Held
148M
Put Options Held
145M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email