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

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 5,409 shares of TLH stock, worth $562,265. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,409

Previous 4,081 32.54%

Holding current value

$562,265

Previous $446,000 20.63%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$99.04 - $109.59 $131,525 - $145,535	1,328 Added 32.54%	5,409 $538,000
Q3 2024 Oct 25, 2024	BUY	$100.75 - $111.62 $5,239 - $5,804	52 Added 1.29%	4,081 $446,000
Q2 2024 Jul 15, 2024	BUY	$98.66 - $105.11 $160,322 - $170,803	1,625 Added 67.6%	4,029 $413,000
Q1 2024 Apr 30, 2024	BUY	$102.54 - $108.16 $91,055 - $96,046	888 Added 58.58%	2,404 $252,000
Q4 2023 Feb 07, 2024	BUY	$93.11 - $109.52 $141,154 - $166,032	1,516 New	1,516 $164,000
Q1 2022 May 02, 2022	SELL	$131.9 - $145.68 $395 - $437	-3 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$144.34 - $152.13 $433 - $456	3 New	3 $0

Others Institutions Holding TLH

# of Institutions

525

Shares Held

68.1M

Call Options Held

50K

Put Options Held

36K

View Full List

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
Sector ETFs
Industry ETFs

More about TLH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

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