Ever Source Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,099 shares of TLH stock, worth $318,236. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,099

Previous 2,540 22.01%

Holding current value

$318,236

Previous $258,000 23.64%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$98.52 - $103.93 $55,072 - $58,096	559 Added 22.01%	3,099 $319,000
Q2 2025 Aug 13, 2025	BUY	$97.29 - $105.63 $21,111 - $22,921	217 Added 9.34%	2,540 $258,000
Q1 2025 May 13, 2025	BUY	$97.25 - $104.79 $186,525 - $200,987	1,918 Added 473.58%	2,323 $241,000
Q4 2024 Feb 07, 2025	SELL	$99.04 - $109.59 $6,536 - $7,232	-66 Reduced 14.01%	405 $40,000
Q3 2024 Nov 08, 2024	SELL	$100.75 - $111.62 $3,828 - $4,241	-38 Reduced 7.47%	471 $51,000

Q2 2024 Aug 13, 2024	SELL	$98.66 - $105.11 $3,650 - $3,889	-37 Reduced 6.78%	509 $52,000
Q1 2024 Jun 11, 2024	BUY	$102.54 - $108.16 $45,322 - $47,806	442 Added 425.0%	546 $57,000
Q4 2023 Feb 09, 2024	BUY	$93.11 - $109.52 $4,655 - $5,476	50 Added 92.59%	104 $11,000
Q3 2023 Nov 03, 2023	SELL	$98.33 - $111.05 $111,997 - $126,485	-1,139 Reduced 95.47%	54 $5,000
Q2 2023 Aug 04, 2023	SELL	$108.81 - $116.4 $37,648 - $40,274	-346 Reduced 22.48%	1,193 $132,000
Q1 2023 May 11, 2023	SELL	$106.93 - $116.34 $11,120 - $12,099	-104 Reduced 6.33%	1,539 $176,000
Q4 2022 Feb 09, 2023	BUY	$101.35 - $115.41 $88,883 - $101,214	877 Added 114.49%	1,643 $177,000
Q3 2022 Nov 07, 2022	SELL	$107.15 - $125.14 $44,038 - $51,432	-411 Reduced 34.92%	766 $83,000
Q2 2022 Aug 01, 2022	BUY	$114.64 - $134.55 $76,808 - $90,148	670 Added 132.15%	1,177 $142,000
Q1 2022 May 25, 2022	BUY	$131.9 - $145.68 $49,462 - $54,630	375 Added 284.09%	507 $67,000
Q4 2021 Feb 07, 2022	BUY	$144.34 - $152.13 $19,052 - $20,081	132 New	132 $20,000

Others Institutions Holding TLH

# of Institutions

651

Shares Held

114M

Call Options Held

74.5K

Put Options Held

31.7K

View Full List

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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Ever Source Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History