Retirement Financial Solutions, LLC Ishares Barclays 20+ Year Trea Transaction History

Retirement Financial Solutions, LLC

$165 Billion
Q1 2025

A detailed history of Retirement Financial Solutions, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 89,412 shares of TLT stock, worth $7.83 Million. This represents 4.92% of its overall portfolio holdings.

Number of Shares

89,412

Previous 92,466 3.3%

Holding current value

$7.83 Million

Previous $8.08 Billion 0.79%

% of portfolio

4.92%

Previous 4.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$85.29 - $92.57 $260,475 - $282,708	-3,054 Reduced 3.3%	89,412 $8.14 Billion
Q4 2024 Jan 31, 2025	SELL	$87.1 - $98.49 $55,395 - $62,639	-636 Reduced 0.68%	92,466 $8.08 Billion
Q3 2024 Oct 29, 2024	BUY	$89.91 - $101.33 $62,577 - $70,525	696 Added 0.75%	93,102 $9.13 Billion
Q2 2024 Aug 05, 2024	BUY	$87.78 - $94.67 $642,461 - $692,889	7,319 Added 8.6%	92,406 $8.48 Billion
Q1 2024 May 10, 2024	BUY	$92.18 - $98.72 $683,145 - $731,613	7,411 Added 9.54%	85,087 $8.05 Billion
Q4 2023 Jan 18, 2024	BUY	$82.77 - $100.51 $6.43 Million - $7.81 Million	77,676 New	77,676 $7.68 Billion
Q4 2022 Jan 18, 2023	BUY	$92.4 - $109.47 $162,716 - $192,776	1,761 New	1,761 $175 Million

Others Institutions Holding TLT

# of Institutions

1,428

Shares Held

408M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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Retirement Financial Solutions, LLC Ishares Barclays 20+ Year Trea Transaction History