Erickson Financial Group, LLC Ishares Barclays 20+ Year Trea Transaction History

Erickson Financial Group, LLC

$159 Million
Q3 2025

A detailed history of Erickson Financial Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Erickson Financial Group, LLC holds 29,357 shares of TLT stock, worth $2.61 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

29,357

Previous 30,082 2.41%

Holding current value

$2.61 Million

Previous $2.65 Million 1.17%

% of portfolio

1.65%

Previous 1.79%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$85.01 - $90.35 $61,632 - $65,503	-725 Reduced 2.41%	29,357 $2.62 Million
Q2 2025 Aug 12, 2025	SELL	$83.97 - $92.85 $18,893 - $20,891	-225 Reduced 0.74%	30,082 $2.65 Million
Q1 2025 Apr 15, 2025	SELL	$85.29 - $92.57 $15,011 - $16,292	-176 Reduced 0.58%	30,307 $2.73 Million
Q4 2024 Jan 30, 2025	SELL	$87.1 - $98.49 $16,287 - $18,417	-187 Reduced 0.61%	30,483 $2.66 Million
Q3 2024 Nov 08, 2024	SELL	$89.91 - $101.33 $5,394 - $6,079	-60 Reduced 0.2%	30,670 $3.01 Million

Q2 2024 Jul 18, 2024	SELL	$87.78 - $94.67 $40,027 - $43,169	-456 Reduced 1.46%	30,730 $2.82 Million
Q1 2024 Apr 29, 2024	BUY	$92.18 - $98.72 $20,187 - $21,619	219 Added 0.71%	31,186 $2.95 Million
Q4 2023 Jan 18, 2024	BUY	$82.77 - $100.51 $18,623 - $22,614	225 Added 0.73%	30,967 $3.06 Million
Q3 2023 Oct 24, 2023	BUY	$88.41 - $102.95 $20,422 - $23,781	231 Added 0.76%	30,742 $2.73 Million
Q2 2023 Jul 13, 2023	BUY	$100.28 - $108.53 $437,922 - $473,950	4,367 Added 16.7%	30,511 $3.14 Million
Q1 2023 Apr 18, 2023	BUY	$99.48 - $108.63 $23,676 - $25,853	238 Added 0.92%	26,144 $2.78 Million
Q4 2022 Jan 17, 2023	BUY	$92.4 - $109.47 $2.39 Million - $2.84 Million	25,906 New	25,906 $0

Others Institutions Holding TLT

# of Institutions

1,402

Shares Held

432M

Call Options Held

157M

Put Options Held

157M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Erickson Financial Group, LLC with notifications on news.

Account

Erickson Financial Group, LLC Ishares Barclays 20+ Year Trea Transaction History