Kb Financial Partners, LLC Ishares Barclays 20+ Year Trea Transaction History

Kb Financial Partners, LLC

$350 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 17, 2022	SELL	$128.66 - $144.3 $22,258 - $24,963	-173 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$141.52 - $154.35 $24,482 - $26,702	173 New	173 $26,000

Others Institutions Holding TLT

# of Institutions

1,316

Shares Held

403M

Call Options Held

120M

Put Options Held

93.8M

Bank Of America Corp Charlotte, NC

59.8M
Shares

$5.53 Billion
0.49% of portfolio
Morgan Stanley New York, NY

43.5M
Shares

$4.02 Billion
0.31% of portfolio
Rafferty Asset Management, LLC New York, NY

39.9M
Shares

$3.69 Billion
13.68% of portfolio
Northwestern Mutual Wealth Management CO

32.6M
Shares

$3.02 Billion
2.96% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.54 Billion
0.04% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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