Avid Wealth Partners LLC Ishares Barclays 20+ Year Trea Transaction History

Avid Wealth Partners LLC

$147 Billion
Q1 2025

A detailed history of Avid Wealth Partners LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Avid Wealth Partners LLC holds 3,059 shares of TLT stock, worth $268,641. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,059

Previous 4,063 24.71%

Holding current value

$268,641

Previous $355 Million 21.52%

% of portfolio

0.19%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$85.29 - $92.57 $85,631 - $92,940	-1,004 Reduced 24.71%	3,059 $278 Million
Q4 2024 Jan 27, 2025	SELL	$87.1 - $98.49 $75,167 - $84,996	-863 Reduced 17.52%	4,063 $355 Million
Q3 2024 Nov 01, 2024	SELL	$89.91 - $101.33 $422,487 - $476,149	-4,699 Reduced 48.82%	4,926 $483 Million
Q2 2024 Jul 19, 2024	SELL	$87.78 - $94.67 $287,391 - $309,949	-3,274 Reduced 25.38%	9,625 $883 Million
Q1 2024 May 08, 2024	SELL	$92.18 - $98.72 $3.73 Million - $4 Million	-40,507 Reduced 75.85%	12,899 $1.22 Billion
Q4 2023 Jan 23, 2024	BUY	$82.77 - $100.51 $4.42 Million - $5.37 Million	53,406 New	53,406 $5.28 Billion

Others Institutions Holding TLT

# of Institutions

1,429

Shares Held

408M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Avid Wealth Partners LLC Ishares Barclays 20+ Year Trea Transaction History