Stone X Group Inc. Ishares Barclays 10 20 Yr Trea Transaction History

Stone X Group Inc.

$2.29 Trillion
Q3 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Aug 13, 2025	SELL	$98.33 - $111.05 $22,222 - $25,097	-226 Reduced 9.53%	2,145 $211 Million
Q2 2023 Aug 13, 2025	BUY	$108.81 - $116.4 $257,988 - $275,984	2,371 New	2,371 $263 Million
Q1 2023 Aug 13, 2025	BUY	$106.93 - $116.34 $43,092 - $46,885	403 Added 17.28%	2,735 $313 Million
Q4 2022 Aug 13, 2025	BUY	$101.35 - $115.41 $48,141 - $54,819	475 Added 25.58%	2,332 $252 Million
Q3 2022 Aug 13, 2025	BUY	$107.15 - $125.14 $198,977 - $232,384	1,857 New	1,857 $202 Million

Q4 2020 Feb 03, 2021	SELL	$157.38 - $166.55 $301,225 - $318,776	-1,914 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$164.87 - $172.33 $41,052 - $42,910	-249 Reduced 11.51%	1,914 $318,000
Q2 2020 Aug 12, 2020	BUY	$161.53 - $170.16 $1,453 - $1,531	9 Added 0.42%	2,163 $361,000
Q1 2020 Apr 30, 2020	BUY	$144.7 - $171.5 $311,683 - $369,411	2,154 New	2,154 $361,000

Others Institutions Holding TLH

# of Institutions

655

Shares Held

114M

Call Options Held

74.5K

Put Options Held

31.7K

Envestnet Asset Management Inc

24.8M
Shares

$2.55 Billion
0.79% of portfolio
Lpl Financial LLC Fort Mill, SC

9.37M
Shares

$962 Million
0.3% of portfolio
Forum Financial Management, LP Lombard, IL

8.01M
Shares

$823 Million
12.82% of portfolio
Bank Of America Corp Charlotte, NC

7.94M
Shares

$816 Million
0.06% of portfolio
Morgan Stanley New York, NY

4.01M
Shares

$412 Million
0.03% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

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