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

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,081 shares of TLH stock, worth $1.14 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,081

Previous 11,524 3.84%

Holding current value

$1.14 Million

Previous $1.19 Billion 5.08%

% of portfolio

0.05%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	SELL	$102.37 - $105.36 $45,349 - $46,674	-443 Reduced 3.84%	11,081 $1.13 Billion
Q3 2025 Oct 23, 2025	BUY	$98.52 - $103.93 $633,286 - $668,062	6,428 Added 126.14%	11,524 $1.19 Billion
Q2 2025 Jul 23, 2025	SELL	$97.29 - $105.63 $3,015 - $3,274	-31 Reduced 0.6%	5,096 $518 Million
Q1 2025 Jul 25, 2025	SELL	$97.25 - $104.79 $10,211 - $11,002	-105 Reduced 2.06%	4,991 $518 Million
Q1 2025 Apr 21, 2025	SELL	$97.25 - $104.79 $633,292 - $682,392	-6,512 Reduced 55.95%	5,127 $532 Million

Q4 2024 Jan 22, 2025	BUY	$99.04 - $109.59 $202,041 - $223,563	2,040 Added 21.25%	11,639 $1.16 Billion
Q3 2024 Oct 21, 2024	BUY	$100.75 - $111.62 $967,099 - $1.07 Million	9,599 New	9,599 $1.05 Billion

Others Institutions Holding TLH

# of Institutions

670

Shares Held

114M

Call Options Held

74.5K

Put Options Held

31.7K

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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account

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