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

Bcgm Wealth Management, LLC

$288 Million
Q4 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 38,151 shares of TLT stock, worth $3.42 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

38,151

Previous 31,362 21.65%

Holding current value

$3.42 Million

Previous $3.08 Million 8.29%

% of portfolio

1.16%

Previous 1.07%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$87.1 - $98.49 $591,321 - $668,648	6,789 Added 21.65%	38,151 $3.33 Million
Q3 2024 Nov 06, 2024	SELL	$89.91 - $101.33 $3,776 - $4,255	-42 Reduced 0.13%	31,362 $3.08 Million
Q2 2024 Jul 30, 2024	BUY	$87.78 - $94.67 $301,085 - $324,718	3,430 Added 12.26%	31,404 $2.88 Million
Q1 2024 May 07, 2024	BUY	$92.18 - $98.72 $2.58 Million - $2.76 Million	27,974 New	27,974 $2.65 Million

Others Institutions Holding TLT

# of Institutions

1,421

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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