A detailed history of Cavalier Investments, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Cavalier Investments, LLC holds 47,515 shares of TLT stock, worth $4.18 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
47,515
Previous 49,352 3.72%
Holding current value
$4.18 Million
Previous $4.53 Million 2.91%
% of portfolio
1.46%
Previous 1.42%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$89.91 - $101.33 $165,164 - $186,143
-1,837 Reduced 3.72%
47,515 $4.66 Million
Q2 2024

Aug 02, 2024

BUY
$87.78 - $94.67 $877,800 - $946,700
10,000 Added 25.41%
49,352 $4.53 Million
Q1 2024

Apr 26, 2024

SELL
$92.18 - $98.72 $2.59 Million - $2.78 Million
-28,151 Reduced 41.7%
39,352 $3.72 Million
Q4 2023

Feb 13, 2024

BUY
$82.77 - $100.51 $2.72 Million - $3.31 Million
32,913 Added 95.15%
67,503 $6.67 Million
Q3 2023

Oct 23, 2023

SELL
$88.41 - $102.95 $7.25 Million - $8.44 Million
-81,954 Reduced 70.32%
34,590 $3.07 Million
Q2 2023

Aug 11, 2023

BUY
$100.28 - $108.53 $2.27 Million - $2.45 Million
22,612 Added 24.07%
116,544 $12 Million
Q1 2023

May 10, 2023

BUY
$99.48 - $108.63 $8.02 Million - $8.76 Million
80,595 Added 604.3%
93,932 $9.99 Million
Q4 2022

Feb 10, 2023

BUY
$92.4 - $109.47 $1.23 Million - $1.46 Million
13,337 New
13,337 $1.33 Million
Q2 2022

Aug 04, 2022

BUY
$108.81 - $132.38 $5.6 Million - $6.82 Million
51,492 New
51,492 $5.92 Million
Q4 2021

Feb 02, 2022

SELL
$141.52 - $154.35 $2.09 Million - $2.28 Million
-14,784 Closed
0 $0
Q3 2021

Nov 02, 2021

BUY
$144.09 - $151.79 $2.13 Million - $2.24 Million
14,784 New
14,784 $2.13 Million
Q1 2021

May 13, 2021

SELL
$133.92 - $157.54 $1.67 Million - $1.97 Million
-12,500 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$155.16 - $163.36 $1.94 Million - $2.04 Million
12,500 New
12,500 $1.97 Million

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Cavalier Investments, LLC Portfolio

Follow Cavalier Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cavalier Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cavalier Investments, LLC with notifications on news.