Cfs Investment Advisory Services, LLC Ishares Barclays 20+ Year Trea Transaction History

Cfs Investment Advisory Services, LLC

$1.12 Billion
Q4 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 93,802 shares of TLT stock, worth $8.36 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

93,802

Previous 89,344 4.99%

Holding current value

$8.36 Million

Previous $8.77 Million 6.54%

% of portfolio

0.73%

Previous 0.74%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$87.1 - $98.49 $388,291 - $439,068	4,458 Added 4.99%	93,802 $8.19 Million
Q3 2024 Nov 12, 2024	SELL	$89.91 - $101.33 $465,823 - $524,990	-5,181 Reduced 5.48%	89,344 $8.77 Million
Q2 2024 Aug 13, 2024	BUY	$87.78 - $94.67 $8.3 Million - $8.95 Million	94,525 New	94,525 $8.68 Million
Q2 2023 Jul 21, 2023	BUY	$100.28 - $108.53 $1.29 Million - $1.39 Million	12,817 New	12,817 $1.32 Million
Q2 2022 Aug 16, 2022	SELL	$108.81 - $132.38 $47.4 Million - $57.7 Million	-435,607 Reduced 98.16%	8,184 $940,000
Q1 2022 May 27, 2022	BUY	$128.66 - $144.3 $56.9 Million - $63.8 Million	442,204 Added 27864.15%	443,791 $3,000
Q4 2021 Feb 14, 2022	BUY	$141.52 - $154.35 $224,592 - $244,953	1,587 New	1,587 $226,000
Q2 2021 Jul 21, 2021	SELL	$135.6 - $145.73 $365,170 - $392,450	-2,693 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$155.16 - $163.36 $417,845 - $439,928	2,693 New	2,693 $425,000

Others Institutions Holding TLT

# of Institutions

1,413

Shares Held

412M

Call Options Held

176M

Put Options Held

155M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Cfs Investment Advisory Services, LLC Ishares Barclays 20+ Year Trea Transaction History