Fermata Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Fermata Advisors, LLC

  • $360 Million
  • Q4 2025

A detailed history of Fermata Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Fermata Advisors, LLC holds 86,025 shares of TLT stock, worth $7.65 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
86,025
Previous 74,521 15.44%
Holding current value
$7.65 Million
Previous $6.66 Million 14.81%
% of portfolio
2.12%
Previous 1.94%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$88.67 - $92.06 $1.02 Million - $1.06 Million
11,504 Added 15.44%
86,025 $7.65 Million
Q3 2025

Oct 09, 2025
BUY
$85.01 - $90.35 $144,857 - $153,956
1,704 Added 2.34%
74,521 $6.66 Million
Q2 2025

Jul 09, 2025
BUY
$83.97 - $92.85 $309,093 - $341,780
3,681 Added 5.32%
72,817 $6.43 Million
Q1 2025

Apr 10, 2025
BUY
$85.29 - $92.57 $102,092 - $110,806
1,197 Added 1.76%
69,136 $6.23 Million
Q4 2024

Jan 14, 2025
SELL
$87.1 - $98.49 $660,827 - $747,243
-7,587 Reduced 10.05%
67,939 $5.93 Million
Q3 2024

Oct 09, 2024
BUY
$89.91 - $101.33 $468,341 - $527,827
5,209 Added 7.41%
75,526 $7.41 Million
Q2 2024

Jul 12, 2024
SELL
$87.78 - $94.67 $432,404 - $466,344
-4,926 Reduced 6.55%
70,317 $6.45 Million
Q1 2024

Apr 12, 2024
SELL
$92.18 - $98.72 $4.22 Million - $4.52 Million
-45,743 Reduced 37.81%
75,243 $7.12 Million
Q4 2023

Jan 19, 2024
BUY
$82.77 - $100.51 $2.18 Million - $2.64 Million
26,284 Added 27.75%
120,986 $12 Million
Q3 2023

Nov 06, 2023
BUY
$88.41 - $102.95 $5.14 Million - $5.99 Million
58,193 Added 159.39%
94,702 $8.4 Million
Q2 2023

Jul 24, 2023
BUY
$100.28 - $108.53 $2.29 Million - $2.48 Million
22,840 Added 167.09%
36,509 $3.76 Million
Q1 2023

Apr 12, 2023
SELL
$99.48 - $108.63 $1.25 Million - $1.36 Million
-12,549 Reduced 47.86%
13,669 $1.45 Million
Q4 2022

Feb 13, 2023
BUY
$92.4 - $109.47 $224,994 - $266,559
2,435 Added 10.24%
26,218 $2.61 Million
Q3 2022

Nov 14, 2022
BUY
$100.95 - $120.04 $698,574 - $830,676
6,920 Added 41.04%
23,783 $2.44 Million
Q2 2022

Aug 09, 2022
BUY
$108.81 - $132.38 $1.32 Million - $1.61 Million
12,168 Added 259.17%
16,863 $1.94 Million
Q1 2022

Apr 22, 2022
BUY
$128.66 - $144.3 $604,058 - $677,488
4,695 New
4,695 $620,000

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

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
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