Wealth Plan Investment Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 15,928 shares of TLH stock, worth $1.64 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
15,928
Previous 6,477 145.92%
Holding current value
$1.64 Million
Previous $658,000 149.24%
% of portfolio
0.12%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$98.52 - $103.93 $931,112 - $982,242
9,451 Added 145.92%
15,928 $1.64 Million
Q2 2025

Jul 28, 2025
BUY
$97.29 - $105.63 $630,147 - $684,165
6,477 New
6,477 $658,000
Q4 2022

Feb 15, 2023
BUY
$101.35 - $115.41 $153,849 - $175,192
1,518 Added 31.33%
6,363 $688,000
Q3 2022

Dec 12, 2022
BUY
$107.15 - $125.14 $274,518 - $320,608
2,562 Added 112.22%
4,845 $559,000
Q1 2022

Sep 07, 2022
BUY
$131.9 - $145.68 $301,127 - $332,587
2,283 New
2,283 $283,000

Others Institutions Holding TLH

# of Institutions
648
Shares Held
114M
Call Options Held
74.5K
Put Options Held
31.7K
View Full List

About ISHARES BARCLAYS 10-20 YR TREA

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