Archetype Wealth Partners Ishares Barclays 20+ Year Trea Transaction History

Archetype Wealth Partners

  • $785 Million
  • Q3 2025

A detailed history of Archetype Wealth Partners transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Archetype Wealth Partners holds 7,542 shares of TLT stock, worth $670,257. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,542
Previous 8,702 13.33%
Holding current value
$670,257
Previous $768,000 12.24%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Nov 14, 2025
SELL
$85.01 - $90.35 $98,611 - $104,806
-1,160 Reduced 13.33%
7,542 $674,000
Q4 2024

Feb 14, 2025
SELL
$87.1 - $98.49 $80,132 - $90,610
-920 Reduced 9.56%
8,702 $760,000
Q3 2024

Nov 14, 2024
BUY
$89.91 - $101.33 $379,060 - $427,207
4,216 Added 77.99%
9,622 $944,000
Q2 2024

Aug 15, 2024
BUY
$87.78 - $94.67 $474,538 - $511,786
5,406 New
5,406 $496,000

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

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