Signature Wealth Management Group Ishares Barclays 20+ Year Trea Transaction History

Signature Wealth Management Group

$244 Million
Q1 2025

A detailed history of Signature Wealth Management Group transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Signature Wealth Management Group holds 28,112 shares of TLT stock, worth $2.46 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

28,112

Previous 27,467 2.35%

Holding current value

$2.46 Million

Previous $2.4 Million 6.71%

% of portfolio

1.05%

Previous 1.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$85.29 - $92.57 $55,012 - $59,707	645 Added 2.35%	28,112 $2.56 Million
Q4 2024 Feb 10, 2025	BUY	$87.1 - $98.49 $23,429 - $26,493	269 Added 0.99%	27,467 $2.4 Million
Q3 2024 Oct 15, 2024	SELL	$89.91 - $101.33 $2,157 - $2,431	-24 Reduced 0.09%	27,198 $2.67 Million
Q2 2024 Jul 15, 2024	SELL	$87.78 - $94.67 $3,950 - $4,260	-45 Reduced 0.17%	27,222 $2.5 Million
Q1 2024 Apr 22, 2024	BUY	$92.18 - $98.72 $23,137 - $24,778	251 Added 0.93%	27,267 $2.58 Million
Q4 2023 Jan 09, 2024	BUY	$82.77 - $100.51 $1.77 Million - $2.14 Million	21,337 Added 375.72%	27,016 $2.67 Million
Q2 2023 Jul 10, 2023	BUY	$100.28 - $108.53 $73,304 - $79,335	731 Added 14.77%	5,679 $584,000
Q1 2023 Apr 14, 2023	BUY	$99.48 - $108.63 $9,450 - $10,319	95 Added 1.96%	4,948 $526,000
Q4 2022 Jan 10, 2023	SELL	$92.4 - $109.47 $10,348 - $12,260	-112 Reduced 2.26%	4,853 $0
Q3 2022 Nov 02, 2022	BUY	$100.95 - $120.04 $84,192 - $100,113	834 Added 20.19%	4,965 $509,000
Q2 2022 Jul 14, 2022	BUY	$108.81 - $132.38 $25,352 - $30,844	233 Added 5.98%	4,131 $475,000
Q1 2022 Apr 14, 2022	BUY	$128.66 - $144.3 $81,699 - $91,630	635 Added 19.46%	3,898 $515,000
Q4 2021 Jan 31, 2022	BUY	$141.52 - $154.35 $15,850 - $17,287	112 Added 3.55%	3,263 $484,000
Q3 2021 Oct 26, 2021	BUY	$144.09 - $151.79 $8,645 - $9,107	60 Added 1.94%	3,151 $455,000
Q2 2021 Jul 16, 2021	SELL	$135.6 - $145.73 $271 - $291	-2 Reduced 0.06%	3,091 $446,000
Q1 2021 Apr 15, 2021	BUY	$133.92 - $157.54 $414,214 - $487,271	3,093 New	3,093 $419,000
Q1 2020 May 26, 2020	SELL	$136.74 - $171.29 $1.95 Million - $2.45 Million	-14,296 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$134.91 - $145.99 $17,133 - $18,540	127 Added 0.9%	14,296 $1.94 Million
Q3 2019 Oct 21, 2019	SELL	$130.07 - $147.8 $1.17 Million - $1.33 Million	-9,002 Reduced 38.85%	14,169 $2.03 Million
Q2 2019 Jul 08, 2019	BUY	$122.21 - $132.9 $90,190 - $98,080	738 Added 3.29%	23,171 $3.07 Million
Q1 2019 Apr 17, 2019	BUY	$118.66 - $126.56 $52,566 - $56,066	443 Added 2.01%	22,433 $2.84 Million
Q4 2018 Feb 11, 2019	BUY	$112.0 - $121.51 $32,144 - $34,873	287 Added 1.32%	21,990 $2.67 Million
Q3 2018 Oct 30, 2018	SELL	$116.61 - $122.75 $65,301 - $68,740	-560 Reduced 2.52%	21,703 $2.49 Million
Q2 2018 Jul 17, 2018	BUY	$116.21 - $122.24 $13,247 - $13,935	114 Added 0.51%	22,263 $2.71 Million
Q1 2018 Apr 12, 2018	BUY	$116.74 - $126.09 $24,281 - $26,226	208 Added 0.95%	22,149 $2.7 Million
Q4 2017 Apr 11, 2018	BUY	$122.43 - $128.35 $2.69 Million - $2.82 Million	21,941	21,941 $2.78 Million

Others Institutions Holding TLT

# of Institutions

1,425

Shares Held

407M

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 Signature Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Signature Wealth Management Group with notifications on news.

Account

Signature Wealth Management Group Ishares Barclays 20+ Year Trea Transaction History