A detailed history of Mosley Wealth Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Mosley Wealth Management holds 7,475 shares of TLT stock, worth $651,072. This represents 0.47% of its overall portfolio holdings.

Number of Shares
7,475
Previous 7,372 1.4%
Holding current value
$651,072
Previous $677 Million 1.9%
% of portfolio
0.47%
Previous 0.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$89.91 - $101.33 $9,260 - $10,436
103 Added 1.4%
7,475 $689 Million
Q2 2024

Aug 06, 2024

BUY
$87.78 - $94.67 $30,723 - $33,134
350 Added 4.98%
7,372 $677 Million
Q1 2024

Apr 15, 2024

SELL
$92.18 - $98.72 $419,972 - $449,768
-4,556 Reduced 39.35%
7,022 $664 Million
Q4 2023

Feb 14, 2024

BUY
$82.77 - $100.51 $958,311 - $1.16 Million
11,578 New
11,578 $1.14 Billion

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Mosley Wealth Management Portfolio

Follow Mosley Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Mosley Wealth Management with notifications on news.