Shore Haven Wealth Partners, LLC Ishares Barclays 20+ Year Trea Transaction History

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 82,573 shares of TLT stock, worth $7.55 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares

82,573

Previous 92,959 11.17%

Holding current value

$7.55 Million

Previous $9.12 Million 20.92%

% of portfolio

3.56%

Previous 4.5%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$87.1 - $98.49 $904,620 - $1.02 Million	-10,386 Reduced 11.17%	82,573 $7.21 Million
Q3 2024 Oct 24, 2024	BUY	$89.91 - $101.33 $1.04 Million - $1.17 Million	11,527 Added 14.16%	92,959 $9.12 Million
Q2 2024 Jul 24, 2024	BUY	$87.78 - $94.67 $696,183 - $750,827	7,931 Added 10.79%	81,432 $7.47 Million
Q1 2024 May 02, 2024	BUY	$92.18 - $98.72 $1 Million - $1.07 Million	10,888 Added 17.39%	73,501 $6.95 Million
Q4 2023 Feb 06, 2024	SELL	$82.77 - $100.51 $229,024 - $278,111	-2,767 Reduced 4.23%	62,613 $6.19 Million
Q3 2023 Oct 24, 2023	BUY	$88.41 - $102.95 $761,828 - $887,120	8,617 Added 15.18%	65,380 $5.8 Million
Q2 2023 Jul 19, 2023	SELL	$100.28 - $108.53 $252,103 - $272,844	-2,514 Reduced 4.24%	56,763 $5.84 Million
Q1 2023 Apr 14, 2023	BUY	$99.48 - $108.63 $2.62 Million - $2.86 Million	26,334 Added 79.94%	59,277 $6.31 Million
Q4 2022 Jan 24, 2023	SELL	$92.4 - $109.47 $2.82 Million - $3.34 Million	-30,516 Reduced 48.09%	32,943 $0
Q3 2022 Nov 09, 2022	BUY	$100.95 - $120.04 $2 Million - $2.38 Million	19,833 Added 45.46%	63,459 $6.5 Million
Q2 2022 Aug 01, 2022	BUY	$108.81 - $132.38 $2.24 Million - $2.73 Million	20,590 Added 89.38%	43,626 $5.01 Million
Q1 2022 May 13, 2022	BUY	$128.66 - $144.3 $2.96 Million - $3.32 Million	23,036 New	23,036 $3.04 Million

Others Institutions Holding TLT

# of Institutions

1,423

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 Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Account

Shore Haven Wealth Partners, LLC Ishares Barclays 20+ Year Trea Transaction History