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

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Modern Wealth Management, LLC holds 29,526 shares of TLT stock, worth $2.62 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

29,526

Previous 53,733 45.05%

Holding current value

$2.62 Million

Previous $4.74 Million 55557.14%

% of portfolio

0.05%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$85.01 - $90.35 $2.06 Million - $2.19 Million	-24,207 Reduced 45.05%	29,526 $2.64 Billion
Q2 2025 Nov 12, 2025	BUY	$83.97 - $92.85 $1,427 - $1,578	17 Added 0.03%	53,733 $4.74 Million
Q2 2025 Aug 14, 2025	BUY	$83.97 - $92.85 $147,535 - $163,137	1,757 Added 3.38%	53,716 $4.74 Million
Q1 2025 May 30, 2025	BUY	$85.29 - $92.57 $51,856 - $56,282	608 Added 1.18%	51,959 $4.73 Million
Q1 2025 May 15, 2025	SELL	$85.29 - $92.57 $2.19 Million - $2.37 Million	-25,629 Reduced 33.29%	51,351 $4.67 Billion

Q4 2024 May 30, 2025	BUY	$87.1 - $98.49 $1.92 Million - $2.17 Million	22,066 Added 42.97%	73,417 $6.41 Million
Q4 2024 May 29, 2025	BUY	$87.1 - $98.49 $1.92 Million - $2.17 Million	22,066 Added 42.97%	73,417 $6.41 Million
Q4 2024 Feb 11, 2025	BUY	$87.1 - $98.49 $3.35 Million - $3.79 Million	38,483 Added 99.96%	76,980 $6.85 Billion
Q3 2024 May 30, 2025	SELL	$89.91 - $101.33 $1.16 Million - $1.3 Million	-12,854 Reduced 25.03%	38,497 $3.78 Million
Q3 2024 May 29, 2025	SELL	$89.91 - $101.33 $1.53 Million - $1.72 Million	-17,004 Reduced 33.11%	34,347 $3.37 Million
Q3 2024 Nov 05, 2024	BUY	$89.91 - $101.33 $903,056 - $1.02 Million	10,044 Added 35.3%	38,497 $3.78 Billion
Q2 2024 May 29, 2025	SELL	$87.78 - $94.67 $2.01 Million - $2.17 Million	-22,898 Reduced 44.59%	28,453 $2.61 Million
Q2 2024 Aug 07, 2024	BUY	$87.78 - $94.67 $124,120 - $133,863	1,414 Added 5.23%	28,453 $2.61 Billion
Q1 2024 May 28, 2025	SELL	$92.18 - $98.72 $2.95 Million - $3.16 Million	-32,046 Reduced 62.41%	19,305 $1.83 Billion
Q1 2024 May 13, 2024	BUY	$92.18 - $98.72 $2.49 Million - $2.67 Million	27,039 New	27,039 $2.44 Billion

Others Institutions Holding TLT

# of Institutions

1,402

Shares Held

432M

Call Options Held

157M

Put Options Held

157M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Account

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