Clear Perspectives Financial Planning, LLC Ishares Barclays 20+ Year Trea Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$135.6 - $145.73 $16,950 - $18,216	-125 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$155.16 - $163.36 $19,395 - $20,420	125 New	125 $20,000

Others Institutions Holding TLT

# of Institutions

1,316

Shares Held

403M

Call Options Held

120M

Put Options Held

93.8M

Bank Of America Corp Charlotte, NC

59.8M
Shares

$5.53 Billion
0.49% of portfolio
Morgan Stanley New York, NY

43.5M
Shares

$4.02 Billion
0.31% of portfolio
Rafferty Asset Management, LLC New York, NY

39.9M
Shares

$3.69 Billion
13.68% of portfolio
Northwestern Mutual Wealth Management CO

32.6M
Shares

$3.02 Billion
2.96% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.54 Billion
0.04% of portfolio

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About ISHARES BARCLAYS 20+ YEAR TREA

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