Regimen Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

Regimen Wealth, LLC

$306 Billion
Q4 2024

A detailed history of Regimen Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Regimen Wealth, LLC holds 8,047 shares of TLT stock, worth $721,091. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,047

Previous 9,412 14.5%

Holding current value

$721,091

Previous $923 Million 24.06%

% of portfolio

0.23%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$87.1 - $98.49 $118,891 - $134,438	-1,365 Reduced 14.5%	8,047 $701 Million
Q3 2024 Nov 13, 2024	BUY	$89.91 - $101.33 $5,844 - $6,586	65 Added 0.7%	9,412 $923 Million
Q2 2024 Aug 14, 2024	SELL	$87.78 - $94.67 $51,439 - $55,476	-586 Reduced 5.9%	9,347 $858 Million
Q1 2024 May 14, 2024	BUY	$92.18 - $98.72 $2,120 - $2,270	23 Added 0.23%	9,933 $940 Million
Q4 2023 Feb 13, 2024	BUY	$82.77 - $100.51 $28,803 - $34,977	348 Added 3.64%	9,910 $980 Million
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $845,376 - $984,407	9,562 New	9,562 $848 Million

Others Institutions Holding TLT

# of Institutions

1,422

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

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

News

Stay updated on Regimen Wealth, LLC with notifications on news.

Account

Regimen Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History