Portside Wealth Group, LLC Ishares Barclays 20+ Year Trea Transaction History

Portside Wealth Group, LLC

$578 Billion
Q4 2024

A detailed history of Portside Wealth Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Portside Wealth Group, LLC holds 17,858 shares of TLT stock, worth $1.61 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

17,858

Previous 18,059 1.11%

Holding current value

$1.61 Million

Previous $1.77 Billion 1.11%

% of portfolio

0.3%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$87.1 - $98.49 $17,507 - $19,796	-201 Reduced 1.11%	17,858 $1.75 Billion
Q3 2024 Oct 31, 2024	BUY	$89.91 - $101.33 $1.62 Million - $1.83 Million	18,059 New	18,059 $1.77 Billion
Q1 2024 Apr 17, 2024	SELL	$92.18 - $98.72 $2.64 Million - $2.83 Million	-28,673 Reduced 69.44%	12,617 $1.19 Billion
Q4 2023 Jan 16, 2024	BUY	$82.77 - $100.51 $3.42 Million - $4.15 Million	41,290 New	41,290 $4.08 Billion
Q2 2023 Sep 01, 2023	SELL	$100.28 - $108.53 $198 Million - $214 Million	-1,975,299 Reduced 97.38%	53,065 $5.46 Billion
Q2 2023 Aug 01, 2023	BUY	$100.28 - $108.53 $203 Million - $220 Million	2,028,364 New	2,028,364 $209 Million

Others Institutions Holding TLT

# of Institutions

1,428

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Portside Wealth Group, LLC Ishares Barclays 20+ Year Trea Transaction History