Global Wealth Management Investment Advisory, Inc. Ishares Barclays 20+ Year Trea Transaction History

Global Wealth Management Investment Advisory, Inc.

$482 Million
Q4 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$161.12 - $171.57 $3,705 - $3,946	-23 Closed	0 $0
Q2 2020 Aug 12, 2020	SELL	$156.11 - $171.29 $5,776 - $6,337	-37 Reduced 61.67%	23 $4,000
Q1 2020 May 14, 2020	BUY	$136.74 - $171.29 $4,238 - $5,309	31 Added 106.9%	60 $10,000
Q4 2019 Feb 14, 2020	BUY	$134.91 - $145.99 $809 - $875	6 Added 26.09%	29 $4,000
Q3 2019 Nov 14, 2019	SELL	$130.07 - $147.8 $18,860 - $21,431	-145 Reduced 86.31%	23 $3,000
Q2 2019 Aug 20, 2019	BUY	$122.21 - $132.9 $20,531 - $22,327	168 New	168 $22,000

Others Institutions Holding TLT

# of Institutions

1,373

Shares Held

467M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$8.71 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.21 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.5 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.21 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.5 Billion
0.29% of portfolio

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About ISHARES BARCLAYS 20+ YEAR TREA

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