Wealth Plan Investment Management, LLC Ishares Barclays 20+ Year 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 20+ Year Trea stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 23,198 shares of TLT stock, worth $2.06 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

23,198

Previous 25,229 8.05%

Holding current value

$2.06 Million

Previous $2.23 Million 6.87%

% of portfolio

0.15%

Previous 0.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$85.01 - $90.35 $172,655 - $183,500	-2,031 Reduced 8.05%	23,198 $2.07 Million
Q2 2025 Jul 28, 2025	BUY	$83.97 - $92.85 $365,689 - $404,361	4,355 Added 20.86%	25,229 $2.23 Million
Q1 2025 May 09, 2025	SELL	$85.29 - $92.57 $274,463 - $297,890	-3,218 Reduced 13.36%	20,874 $1.9 Million
Q4 2024 Jan 30, 2025	BUY	$87.1 - $98.49 $1.71 Million - $1.94 Million	19,657 Added 443.22%	24,092 $2.1 Million
Q3 2024 Nov 05, 2024	SELL	$89.91 - $101.33 $986,942 - $1.11 Million	-10,977 Reduced 71.22%	4,435 $435,000

Q2 2024 Aug 09, 2024	SELL	$87.78 - $94.67 $8,778 - $9,467	-100 Reduced 0.64%	15,412 $1.41 Million
Q1 2024 May 16, 2024	SELL	$92.18 - $98.72 $237,916 - $254,796	-2,581 Reduced 14.27%	15,512 $1.47 Million
Q4 2023 Jan 05, 2024	BUY	$82.77 - $100.51 $4,717 - $5,729	57 Added 0.32%	18,093 $1.79 Million
Q3 2023 Nov 15, 2023	BUY	$88.41 - $102.95 $935,289 - $1.09 Million	10,579 Added 141.87%	18,036 $1.6 Million
Q3 2023 Nov 09, 2023	BUY	$88.41 - $102.95 $659,273 - $767,698	7,457 New	7,457 $661,000
Q1 2023 May 08, 2023	SELL	$99.48 - $108.63 $10,743 - $11,732	-108 Reduced 0.6%	18,012 $1.92 Million
Q3 2022 Dec 12, 2022	BUY	$100.95 - $120.04 $5,249 - $6,242	52 Added 0.29%	18,120 $1.98 Million
Q1 2022 Sep 07, 2022	BUY	$128.66 - $144.3 $2.32 Million - $2.61 Million	18,068 New	18,068 $2.16 Million

Others Institutions Holding TLT

# of Institutions

1,402

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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Wealth Plan Investment Management, LLC Ishares Barclays 20+ Year Trea Transaction History