Warren Averett Asset Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Warren Averett Asset Management, LLC

$9.72 Billion
Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 28,418 shares of TLT stock, worth $2.53 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

28,418

Previous 76,135 62.67%

Holding current value

$2.53 Million

Previous $6.72 Million 62.21%

% of portfolio

0.03%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$85.01 - $90.35 $4.06 Million - $4.31 Million	-47,717 Reduced 62.67%	28,418 $2.54 Million
Q2 2025 Aug 14, 2025	SELL	$83.97 - $92.85 $154,252 - $170,565	-1,837 Reduced 2.36%	76,135 $6.72 Million
Q1 2025 May 15, 2025	SELL	$85.29 - $92.57 $1.45 Million - $1.58 Million	-17,045 Reduced 17.94%	77,972 $7.1 Million
Q4 2024 Feb 14, 2025	BUY	$87.1 - $98.49 $1.28 Million - $1.44 Million	14,666 Added 18.25%	95,017 $8.3 Million
Q3 2024 Nov 14, 2024	BUY	$89.91 - $101.33 $2.72 Million - $3.07 Million	30,257 Added 60.4%	80,351 $7.88 Million

Q2 2024 Aug 14, 2024	BUY	$87.78 - $94.67 $3.8 Million - $4.1 Million	43,332 Added 640.82%	50,094 $4.6 Million
Q1 2024 May 15, 2024	BUY	$92.18 - $98.72 $623,321 - $667,544	6,762 New	6,762 $639,000

Others Institutions Holding TLT

# of Institutions

1,403

Shares Held

432M

Call Options Held

157M

Put Options Held

157M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Warren Averett Asset Management, LLC Ishares Barclays 20+ Year Trea Transaction History