Stonehaven Wealth & Tax Solutions, LLC Ishares Barclays 20+ Year Trea Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $111 Billion
  • Q4 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 36,189 shares of TLT stock, worth $3.22 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
36,189
Previous 28,838 25.49%
Holding current value
$3.22 Million
Previous $2.58 Billion 22.39%
% of portfolio
2.83%
Previous 2.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$88.67 - $92.06 $651,813 - $676,733
7,351 Added 25.49%
36,189 $3.15 Billion
Q3 2025

Nov 13, 2025
BUY
$85.01 - $90.35 $94,701 - $100,649
1,114 Added 4.02%
28,838 $2.58 Billion
Q2 2025

Aug 14, 2025
SELL
$83.97 - $92.85 $10,580 - $11,699
-126 Reduced 0.45%
27,724 $2.45 Billion
Q1 2025

May 15, 2025
BUY
$85.29 - $92.57 $960,109 - $1.04 Million
11,257 Added 67.84%
27,850 $2.54 Billion
Q4 2024

Feb 13, 2025
BUY
$87.1 - $98.49 $1.45 Million - $1.63 Million
16,593 New
16,593 $1.45 Billion

Others Institutions Holding TLT

# of Institutions
1,409
Shares Held
433M
Call Options Held
153M
Put Options Held
157M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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