A detailed history of Ethos Financial Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Ethos Financial Group, LLC holds 2,877 shares of TLT stock, worth $255,678. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,877
Previous 4,044 28.86%
Holding current value
$255,678
Previous $356,000 27.81%
% of portfolio
0.02%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

SELL
$85.01 - $90.35 $99,206 - $105,438
-1,167 Reduced 28.86%
2,877 $257,000
Q2 2025

Aug 06, 2025

SELL
$83.97 - $92.85 $390,124 - $431,381
-4,646 Reduced 53.46%
4,044 $356,000
Q1 2025

May 13, 2025

SELL
$85.29 - $92.57 $95,780 - $103,956
-1,123 Reduced 11.44%
8,690 $791,000
Q4 2024

Feb 06, 2025

SELL
$87.1 - $98.49 $7.16 Million - $8.09 Million
-82,188 Reduced 89.33%
9,813 $856,000
Q3 2024

Nov 07, 2024

BUY
$89.91 - $101.33 $247,072 - $278,454
2,748 Added 3.08%
92,001 $9.03 Million
Q2 2024

Aug 12, 2024

BUY
$87.78 - $94.67 $441,094 - $475,716
5,025 Added 5.97%
89,253 $8.19 Million
Q1 2024

May 08, 2024

BUY
$92.18 - $98.72 $417,667 - $447,300
4,531 Added 5.69%
84,228 $7.97 Million
Q4 2023

Feb 07, 2024

BUY
$82.77 - $100.51 $6.25 Million - $7.59 Million
75,562 Added 1827.38%
79,697 $7.88 Million
Q3 2023

Nov 13, 2023

BUY
$88.41 - $102.95 $365,575 - $425,698
4,135 New
4,135 $366,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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