Shore Haven Wealth Partners, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Shore Haven Wealth Partners, LLC

$237 Million
Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 17,382 shares of TLH stock, worth $1.78 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

17,382

Previous 20,350 14.58%

Holding current value

$1.78 Million

Previous $2.07 Million 13.4%

% of portfolio

0.76%

Previous 0.94%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$98.52 - $103.93 $292,407 - $308,464	-2,968 Reduced 14.58%	17,382 $1.79 Million
Q2 2025 Jul 29, 2025	BUY	$97.29 - $105.63 $601,154 - $652,687	6,179 Added 43.6%	20,350 $2.07 Million
Q1 2025 May 06, 2025	SELL	$97.25 - $104.79 $463,299 - $499,219	-4,764 Reduced 25.16%	14,171 $1.47 Million
Q4 2024 Jan 29, 2025	BUY	$99.04 - $109.59 $273,350 - $302,468	2,760 Added 17.06%	18,935 $1.88 Million
Q3 2024 Oct 24, 2024	SELL	$100.75 - $111.62 $228,803 - $253,489	-2,271 Reduced 12.31%	16,175 $1.77 Million

Q2 2024 Jul 24, 2024	BUY	$98.66 - $105.11 $410,129 - $436,942	4,157 Added 29.09%	18,446 $1.89 Million
Q1 2024 May 02, 2024	SELL	$102.54 - $108.16 $42,656 - $44,994	-416 Reduced 2.83%	14,289 $1.5 Million
Q4 2023 Feb 06, 2024	BUY	$93.11 - $109.52 $431,564 - $507,625	4,635 Added 46.03%	14,705 $1.59 Million
Q3 2023 Oct 24, 2023	SELL	$98.33 - $111.05 $5,211 - $5,885	-53 Reduced 0.52%	10,070 $991,000
Q2 2023 Jul 19, 2023	SELL	$108.81 - $116.4 $108,701 - $116,283	-999 Reduced 8.98%	10,123 $1.12 Million
Q1 2023 Apr 14, 2023	SELL	$106.93 - $116.34 $437,985 - $476,528	-4,096 Reduced 26.92%	11,122 $1.27 Million
Q4 2022 Jan 24, 2023	BUY	$101.35 - $115.41 $1.54 Million - $1.76 Million	15,218 New	15,218 $0
Q2 2022 Aug 01, 2022	BUY	$114.64 - $134.55 $1.74 Million - $2.04 Million	15,187 New	15,187 $1.82 Million

Others Institutions Holding TLH

# of Institutions

647

Shares Held

113M

Call Options Held

74.5K

Put Options Held

31.7K

View Full List

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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Shore Haven Wealth Partners, LLC Ishares Barclays 10 20 Yr Trea Transaction History