A detailed history of Regimen Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Regimen Wealth, LLC holds 9,347 shares of TLT stock, worth $864,597. This represents 0.3% of its overall portfolio holdings.

Number of Shares
9,347
Previous 9,933 5.9%
Holding current value
$864,597
Previous $940 Million 8.74%
% of portfolio
0.3%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$87.78 - $94.67 $51,439 - $55,476
-586 Reduced 5.9%
9,347 $858 Million
Q1 2024

May 14, 2024

BUY
$92.18 - $98.72 $2,120 - $2,270
23 Added 0.23%
9,933 $940 Million
Q4 2023

Feb 13, 2024

BUY
$82.77 - $100.51 $28,803 - $34,977
348 Added 3.64%
9,910 $980 Million
Q3 2023

Nov 13, 2023

BUY
$88.41 - $102.95 $845,376 - $984,407
9,562 New
9,562 $848 Million

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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