4 Wealth Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History

4 Wealth Advisors, Inc.

$112 Billion
Q3 2025

A detailed history of 4 Wealth Advisors, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 19,875 shares of TLT stock, worth $1.77 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

19,875

Previous 17,535 13.34%

Holding current value

$1.77 Million

Previous $1.55 Billion 14.78%

% of portfolio

1.59%

Previous 1.57%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$85.01 - $90.35 $198,923 - $211,419	2,340 Added 13.34%	19,875 $1.78 Billion
Q2 2025 Aug 04, 2025	SELL	$83.97 - $92.85 $265,513 - $293,591	-3,162 Reduced 15.28%	17,535 $1.55 Billion
Q1 2025 May 05, 2025	BUY	$85.29 - $92.57 $553,190 - $600,409	6,486 Added 45.64%	20,697 $1.88 Billion
Q4 2024 Feb 14, 2025	BUY	$87.1 - $98.49 $1.24 Million - $1.4 Million	14,211 New	14,211 $1.24 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
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4 Wealth Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History