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

Brown Wealth Management, LLC

$356 Billion
Q3 2025

A detailed history of Brown Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Brown Wealth Management, LLC holds 34,334 shares of TLT stock, worth $3.05 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

34,334

Previous 29,676 15.7%

Holding current value

$3.05 Million

Previous $2.62 Billion 17.16%

% of portfolio

0.86%

Previous 0.81%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$85.01 - $90.35 $395,976 - $420,850	4,658 Added 15.7%	34,334 $3.07 Billion
Q2 2025 Aug 11, 2025	SELL	$83.97 - $92.85 $17,717 - $19,591	-211 Reduced 0.71%	29,676 $2.62 Billion
Q1 2025 May 07, 2025	SELL	$85.29 - $92.57 $2.14 Million - $2.33 Million	-25,120 Reduced 45.67%	29,887 $2.72 Billion
Q4 2024 Feb 13, 2025	BUY	$87.1 - $98.49 $2.61 Million - $2.95 Million	29,917 Added 119.24%	55,007 $4.8 Billion
Q3 2024 Nov 14, 2024	BUY	$89.91 - $101.33 $109,240 - $123,115	1,215 Added 5.09%	25,090 $2.46 Billion

Q2 2024 Aug 13, 2024	SELL	$87.78 - $94.67 $1.69 Million - $1.83 Million	-19,279 Reduced 44.67%	23,875 $2.19 Billion
Q1 2024 May 13, 2024	BUY	$92.18 - $98.72 $1.89 Million - $2.02 Million	20,500 Added 90.49%	43,154 $4.08 Billion
Q4 2023 Feb 14, 2024	SELL	$82.77 - $100.51 $3.11 Million - $3.78 Million	-37,586 Reduced 62.39%	22,654 $2.24 Billion
Q3 2023 Nov 14, 2023	BUY	$88.41 - $102.95 $5.33 Million - $6.2 Million	60,240 New	60,240 $5.34 Billion

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

Ticker TLT
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Brown Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History