Wealth Management Associates, Inc. Ishares Barclays 20+ Year Trea Transaction History

Wealth Management Associates, Inc.

  • $288 Billion
  • Q4 2025

A detailed history of Wealth Management Associates, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 139,375 shares of TLT stock, worth $12.4 Million. This represents 4.23% of its overall portfolio holdings.

Number of Shares
139,375
Previous 128,964 8.07%
Holding current value
$12.4 Million
Previous $11.5 Billion 5.4%
% of portfolio
4.23%
Previous 4.09%

Shares

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

Jan 20, 2026
BUY
$88.67 - $92.06 $923,143 - $958,436
10,411 Added 8.07%
139,375 $12.1 Billion
Q3 2025

Oct 21, 2025
SELL
$85.01 - $90.35 $815,840 - $867,088
-9,597 Reduced 6.93%
128,964 $11.5 Billion
Q2 2025

Aug 04, 2025
BUY
$83.97 - $92.85 $140,145 - $154,966
1,669 Added 1.22%
138,561 $12.2 Billion
Q1 2025

May 28, 2025
BUY
$85.29 - $92.57 $697,331 - $756,852
8,176 Added 6.35%
136,892 $12.5 Billion
Q4 2024

May 28, 2025
BUY
$87.1 - $98.49 $268,093 - $303,152
3,078 Added 2.45%
128,716 $11.2 Billion
Q3 2024

May 28, 2025
BUY
$89.91 - $101.33 $221,987 - $250,183
2,469 Added 2.0%
125,638 $12.3 Billion
Q1 2024

May 28, 2025
BUY
$92.18 - $98.72 $434,720 - $465,563
4,716 Added 3.98%
123,169 $11.3 Billion
Q4 2023

May 28, 2025
BUY
$82.77 - $100.51 $368,160 - $447,068
4,448 Added 3.9%
118,453 $11.7 Billion
Q3 2023

May 28, 2025
BUY
$88.41 - $102.95 $341,969 - $398,210
3,868 Added 3.51%
114,005 $10.1 Billion
Q2 2023

May 28, 2025
BUY
$100.28 - $108.53 $10.2 Million - $11.1 Million
101,942 Added 1243.95%
110,137 $11.3 Billion
Q1 2023

May 28, 2025
BUY
$99.48 - $108.63 $815,238 - $890,222
8,195 New
8,195 $872 Million

Others Institutions Holding TLT

# of Institutions
1,410
Shares Held
432M
Call Options Held
157M
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
Track This Portfolio

Track Wealth Management Associates, Inc. Portfolio

Follow Wealth Management Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email