Kestra Private Wealth Services, LLC Ishares Barclays 20+ Year Trea Transaction History

Kestra Private Wealth Services, LLC

$7.43 Billion
Q4 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 288,894 shares of TLT stock, worth $25.7 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

288,894

Previous 250,852 15.17%

Holding current value

$25.7 Million

Previous $22.4 Million 14.52%

% of portfolio

0.35%

Previous 0.31%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$88.67 - $92.06 $3.37 Million - $3.5 Million	38,042 Added 15.17%	288,894 $25.7 Million
Q3 2025 Nov 14, 2025	BUY	$85.01 - $90.35 $2.55 Million - $2.71 Million	29,968 Added 13.57%	250,852 $22.4 Million
Q2 2025 Aug 07, 2025	BUY	$83.97 - $92.85 $2.15 Million - $2.38 Million	25,591 Added 13.1%	220,884 $19.5 Million
Q1 2025 May 05, 2025	SELL	$85.29 - $92.57 $2.58 Million - $2.8 Million	-30,196 Reduced 13.39%	195,293 $17.8 Million
Q4 2024 Jan 28, 2025	SELL	$87.1 - $98.49 $5.55 Million - $6.27 Million	-63,683 Reduced 22.02%	225,489 $19.7 Million

Q3 2024 Nov 13, 2024	BUY	$89.91 - $101.33 $7.96 Million - $8.98 Million	88,586 Added 44.16%	289,172 $28.4 Million
Q2 2024 Aug 12, 2024	SELL	$87.78 - $94.67 $2.32 Million - $2.5 Million	-26,451 Reduced 11.65%	200,586 $18.4 Million
Q1 2024 May 02, 2024	BUY	$92.18 - $98.72 $1.17 Million - $1.25 Million	12,695 Added 5.92%	227,037 $21.5 Million
Q4 2023 Feb 05, 2024	BUY	$82.77 - $100.51 $1.48 Million - $1.8 Million	17,877 Added 9.1%	214,342 $21.2 Million
Q3 2023 Nov 07, 2023	BUY	$88.41 - $102.95 $4.76 Million - $5.54 Million	53,860 Added 37.77%	196,465 $17.4 Million
Q2 2023 Aug 08, 2023	BUY	$100.28 - $108.53 $1.78 Million - $1.93 Million	17,757 Added 14.22%	142,605 $14.7 Million
Q1 2023 May 12, 2023	BUY	$99.48 - $108.63 $3.99 Million - $4.35 Million	40,081 Added 47.28%	124,848 $13.3 Million
Q4 2022 Jan 31, 2023	BUY	$92.4 - $109.47 $5.89 Million - $6.97 Million	63,692 Added 302.22%	84,767 $8.44 Million
Q3 2022 Nov 14, 2022	SELL	$100.95 - $120.04 $269,233 - $320,146	-2,667 Reduced 11.23%	21,075 $2.16 Million
Q2 2022 Aug 12, 2022	SELL	$108.81 - $132.38 $6.03 Million - $7.34 Million	-55,423 Reduced 70.01%	23,742 $2.73 Million
Q1 2022 May 26, 2022	SELL	$128.66 - $144.3 $473,468 - $531,024	-3,680 Reduced 4.44%	79,165 $10.5 Million
Q4 2021 Jan 21, 2022	BUY	$141.52 - $154.35 $1.16 Million - $1.26 Million	8,166 Added 10.93%	82,845 $12.3 Million
Q3 2021 Oct 21, 2021	BUY	$144.09 - $151.79 $10.8 Million - $11.3 Million	74,679 New	74,679 $10.8 Million
Q4 2020 Jan 21, 2021	SELL	$155.16 - $163.36 $1.72 Million - $1.81 Million	-11,075 Closed	0 $0
Q3 2020 Nov 09, 2020	BUY	$161.12 - $171.57 $1.78 Million - $1.9 Million	11,075 New	11,075 $1.81 Million

Others Institutions Holding TLT

# of Institutions

1,410

Shares Held

432M

Call Options Held

157M

Put Options Held

157M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Account

Kestra Private Wealth Services, LLC Ishares Barclays 20+ Year Trea Transaction History