A detailed history of Beacon Financial Group transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Beacon Financial Group holds 3,150 shares of TLT stock, worth $279,940. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,150
Previous 4,600 31.52%
Holding current value
$279,940
Previous $405,000 30.62%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Oct 07, 2025

SELL
$85.01 - $90.35 $123,264 - $131,007
-1,450 Reduced 31.52%
3,150 $281,000
Q2 2025

Jul 09, 2025

BUY
$83.97 - $92.85 $159,710 - $176,600
1,902 Added 70.5%
4,600 $405,000
Q1 2025

Apr 10, 2025

SELL
$85.29 - $92.57 $2.61 Million - $2.83 Million
-30,616 Reduced 91.9%
2,698 $243,000
Q4 2024

Jan 29, 2025

BUY
$87.1 - $98.49 $322,792 - $365,003
3,706 Added 12.52%
33,314 $2.91 Million
Q3 2024

Nov 12, 2024

SELL
$89.91 - $101.33 $378,251 - $426,295
-4,207 Reduced 12.44%
29,608 $2.9 Million
Q2 2024

Aug 06, 2024

BUY
$87.78 - $94.67 $611,299 - $659,281
6,964 Added 25.94%
33,815 $3.1 Million
Q1 2024

May 07, 2024

BUY
$92.18 - $98.72 $458,964 - $491,526
4,979 Added 22.76%
26,851 $2.54 Million
Q4 2023

Feb 23, 2024

BUY
$82.77 - $100.51 $1.54 Million - $1.88 Million
18,660 Added 580.95%
21,872 $2.16 Million
Q3 2023

Oct 16, 2023

BUY
$88.41 - $102.95 $283,972 - $330,675
3,212 New
3,212 $310,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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