United Advisor Group, LLC Ishares Barclays 20+ Year Trea Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, United Advisor Group, LLC holds 19,854 shares of TLT stock, worth $1.76 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

19,854

Previous 4,093 385.07%

Holding current value

$1.76 Million

Previous $361,000 391.41%

% of portfolio

0.26%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$85.01 - $90.35 $1.34 Million - $1.42 Million	15,761 Added 385.07%	19,854 $1.77 Million
Q2 2025 Aug 11, 2025	SELL	$83.97 - $92.85 $379,208 - $419,310	-4,516 Reduced 52.46%	4,093 $361,000
Q1 2025 Apr 21, 2025	SELL	$85.29 - $92.57 $1.02 Million - $1.11 Million	-11,966 Reduced 58.16%	8,609 $783,000
Q4 2024 Feb 24, 2025	BUY	$87.1 - $98.49 $329,325 - $372,390	3,781 Added 22.51%	20,575 $1.8 Million
Q3 2024 Oct 30, 2024	BUY	$89.91 - $101.33 $1.14 Million - $1.28 Million	12,661 Added 306.34%	16,794 $1.65 Million

Q2 2024 Aug 08, 2024	BUY	$87.78 - $94.67 $59,427 - $64,091	677 Added 19.59%	4,133 $379,000
Q1 2024 May 14, 2024	BUY	$92.18 - $98.72 $318,574 - $341,176	3,456 New	3,456 $327,000

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

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United Advisor Group, LLC Ishares Barclays 20+ Year Trea Transaction History