Peak Financial Management, Inc. Ishares Barclays 10 20 Yr Trea Transaction History

Peak Financial Management, Inc.

$330 Million
Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Peak Financial Management, Inc. holds 11,295 shares of TLH stock, worth $1.15 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

11,295

Previous 9,605 17.6%

Holding current value

$1.15 Million

Previous $1.05 Million 7.05%

% of portfolio

0.34%

Previous 0.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$99.04 - $109.59 $167,377 - $185,207	1,690 Added 17.6%	11,295 $1.12 Million
Q3 2024 Oct 15, 2024	BUY	$100.75 - $111.62 $604 - $669	6 Added 0.06%	9,605 $1.05 Million
Q2 2024 Jul 22, 2024	BUY	$98.66 - $105.11 $166,143 - $177,005	1,684 Added 21.28%	9,599 $985,000
Q1 2024 Apr 22, 2024	BUY	$102.54 - $108.16 $307 - $324	3 Added 0.04%	7,915 $831,000
Q4 2023 Jan 18, 2024	BUY	$93.11 - $109.52 $736,686 - $866,522	7,912 New	7,912 $856,000

Others Institutions Holding TLH

# of Institutions

523

Shares Held

68.1M

Call Options Held

50K

Put Options Held

36K

View Full List

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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Peak Financial Management, Inc. Ishares Barclays 10 20 Yr Trea Transaction History