Congress Wealth Management LLC Ishares Barclays 10 20 Yr Trea Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,352 shares of TLH stock, worth $652,286. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,352

Previous 3,000 111.73%

Holding current value

$652,286

Previous $311,000 107.4%

% of portfolio

0.01%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$97.29 - $105.63 $326,116 - $354,071	3,352 Added 111.73%	6,352 $645,000
Q1 2025 May 14, 2025	SELL	$97.25 - $104.79 $4,279 - $4,610	-44 Reduced 1.45%	3,000 $311,000
Q4 2024 Feb 11, 2025	BUY	$99.04 - $109.59 $34,069 - $37,698	344 Added 12.74%	3,044 $302,000
Q3 2024 Nov 12, 2024	SELL	$100.75 - $111.62 $20,049 - $22,212	-199 Reduced 6.86%	2,700 $295,000
Q2 2024 Aug 13, 2024	BUY	$98.66 - $105.11 $286,015 - $304,713	2,899 New	2,899 $297,000

Q3 2023 Oct 30, 2023	BUY	$98.33 - $111.05 $1.2 Million - $1.35 Million	12,162 Added 1.14%	1,083,154 $107 Million
Q2 2023 Jul 13, 2023	BUY	$108.81 - $116.4 $695,731 - $744,261	6,394 Added 0.6%	1,070,992 $119 Million
Q1 2023 Apr 14, 2023	BUY	$106.93 - $116.34 $17.1 Million - $18.6 Million	159,770 Added 17.66%	1,064,598 $122 Million
Q4 2022 Feb 02, 2023	BUY	$101.35 - $115.41 $91.7 Million - $104 Million	904,828 New	904,828 $97.9 Million

Others Institutions Holding TLH

# of Institutions

650

Shares Held

114M

Call Options Held

74.5K

Put Options Held

31.7K

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About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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Congress Wealth Management LLC Ishares Barclays 10 20 Yr Trea Transaction History