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

1,425

Shares Held

407M

Call Options Held

175M

Put Options Held

153M

Bank Of America Corp Charlotte, NC

79.2M
Shares

$6.93 Billion
0.59% of portfolio
Rafferty Asset Management, LLC New York, NY

41.8M
Shares

$3.66 Billion
13.23% of portfolio
Northwestern Mutual Wealth Management CO

37.6M
Shares

$3.29 Billion
2.79% of portfolio
Morgan Stanley New York, NY

20.7M
Shares

$1.81 Billion
0.13% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.45 Billion
0.04% of portfolio

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About ISHARES BARCLAYS 20+ YEAR TREA

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