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

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 2,277 shares of TLT stock, worth $202,356. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,277
Holding current value
$202,356
% of portfolio
0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$85.01 - $90.35 $193,567 - $205,726
2,277 New
2,277 $203,000
Q4 2024

Jan 14, 2025
SELL
$87.1 - $98.49 $16,810 - $19,008
-193 Reduced 3.56%
5,234 $457,000
Q3 2024

Oct 17, 2024
BUY
$89.91 - $101.33 $274,045 - $308,853
3,048 Added 128.12%
5,427 $532,000
Q2 2024

Jul 17, 2024
BUY
$87.78 - $94.67 $208,828 - $225,219
2,379 New
2,379 $218,000
Q4 2022

Jan 11, 2023
BUY
$92.4 - $109.47 $47,124 - $55,829
510 New
510 $0

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

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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