A detailed history of Trinity Point Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 36,350 shares of TLT stock, worth $3.19 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
36,350
Previous 36,509 0.44%
Holding current value
$3.19 Million
Previous $3.35 Million 6.42%
% of portfolio
0.52%
Previous 0.53%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$89.91 - $101.33 $14,295 - $16,111
-159 Reduced 0.44%
36,350 $3.57 Million
Q2 2024

Jul 30, 2024

BUY
$87.78 - $94.67 $132,196 - $142,573
1,506 Added 4.3%
36,509 $3.35 Million
Q1 2024

May 08, 2024

SELL
$92.18 - $98.72 $119,465 - $127,941
-1,296 Reduced 3.57%
35,003 $3.31 Million
Q4 2023

Feb 08, 2024

BUY
$82.77 - $100.51 $405,407 - $492,297
4,898 Added 15.6%
36,299 $3.59 Million
Q3 2023

Nov 08, 2023

SELL
$88.41 - $102.95 $38,900 - $45,298
-440 Reduced 1.38%
31,401 $2.78 Million
Q2 2023

Aug 07, 2023

BUY
$100.28 - $108.53 $244,482 - $264,596
2,438 Added 8.29%
31,841 $3.28 Million
Q1 2023

May 04, 2023

BUY
$99.48 - $108.63 $967,741 - $1.06 Million
9,728 Added 49.44%
29,403 $3.13 Million
Q4 2022

Feb 07, 2023

BUY
$92.4 - $109.47 $6,468 - $7,662
70 Added 0.36%
19,675 $1.96 Million
Q3 2022

Nov 09, 2022

BUY
$100.95 - $120.04 $1.19 Million - $1.41 Million
11,751 Added 149.62%
19,605 $2.01 Million
Q2 2022

Aug 05, 2022

BUY
$108.81 - $132.38 $854,593 - $1.04 Million
7,854 New
7,854 $902,000
Q1 2020

May 05, 2020

SELL
$136.74 - $171.29 $885,528 - $1.11 Million
-6,476 Closed
0 $0
Q4 2019

Feb 06, 2020

BUY
$134.91 - $145.99 $35,211 - $38,103
261 Added 4.2%
6,476 $877,000
Q3 2019

Nov 07, 2019

BUY
$130.07 - $147.8 $26,144 - $29,707
201 Added 3.34%
6,215 $862,000
Q2 2019

Aug 06, 2019

BUY
$122.21 - $132.9 $734,970 - $799,260
6,014 New
6,014 $793,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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