Navigation Wealth Management, Inc. Ishares Barclays 20+ Year Trea Transaction History

Navigation Wealth Management, Inc.

$63.4 Million
Q3 2025

A detailed history of Navigation Wealth Management, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Navigation Wealth Management, Inc. holds 2,710 shares of TLT stock, worth $240,837. This represents 0.38% of its overall portfolio holdings.

Number of Shares

2,710

Previous 58,131 95.34%

Holding current value

$240,837

Previous $5.13 Million 95.28%

% of portfolio

0.38%

Previous 7.82%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$85.01 - $90.35 $4.71 Million - $5.01 Million	-55,421 Reduced 95.34%	2,710 $242,000
Q2 2025 Jul 09, 2025	BUY	$83.97 - $92.85 $4.88 Million - $5.4 Million	58,131 New	58,131 $5.13 Million
Q4 2021 Jan 24, 2022	SELL	$141.52 - $154.35 $12.2 Million - $13.3 Million	-86,312 Closed	0 $0
Q3 2021 Oct 06, 2021	BUY	$144.09 - $151.79 $12.4 Million - $13.1 Million	86,312 New	86,312 $12.4 Million
Q2 2021 Jul 26, 2021	SELL	$135.6 - $145.73 $11.3 Million - $12.1 Million	-83,301 Closed	0 $0

Q1 2021 Jul 26, 2021	BUY	$133.92 - $157.54 $224,985 - $264,667	1,680 Added 2.06%	83,301 $11.3 Million
Q4 2020 Feb 09, 2021	BUY	$155.16 - $163.36 $12.7 Million - $13.3 Million	81,621 New	81,621 $12.9 Million

Others Institutions Holding TLT

# of Institutions

1,403

Shares Held

433M

Call Options Held

157M

Put Options Held

157M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Navigation Wealth Management, Inc. Ishares Barclays 20+ Year Trea Transaction History