Grey Fox Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Grey Fox Wealth Advisors, LLC

$365 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$106.93 - $116.34 $91,318 - $99,354	854 New	854 $97.8 Million

Others Institutions Holding TLH

# of Institutions

525

Shares Held

68.1M

Call Options Held

50K

Put Options Held

36K

Bank Of America Corp Charlotte, NC

9.11M
Shares

$953 Million
0.08% of portfolio
Forum Financial Management, LP Lombard, IL

7.52M
Shares

$786 Million
14.81% of portfolio
Demars Financial Group, LLC

7.05M
Shares

$737 Million
2.28% of portfolio
Wells Fargo & Company San Francisco, CA

4.04M
Shares

$422 Million
0.09% of portfolio
Envestnet Asset Management Inc

3.35M
Shares

$350 Million
0.11% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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