Wmg Financial Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Wmg Financial Advisors, LLC

$273 Million
Q3 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 4,085 shares of TLT stock, worth $363,033. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,085

Previous 4,701 13.1%

Holding current value

$363,033

Previous $414,000 11.84%

% of portfolio

0.13%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$85.01 - $90.35 $52,366 - $55,655	-616 Reduced 13.1%	4,085 $365,000
Q2 2025 Jul 24, 2025	SELL	$83.97 - $92.85 $16,206 - $17,920	-193 Reduced 3.94%	4,701 $414,000
Q1 2025 May 06, 2025	BUY	$85.29 - $92.57 $167,509 - $181,807	1,964 Added 67.03%	4,894 $445,000
Q4 2024 Feb 06, 2025	SELL	$87.1 - $98.49 $42,156 - $47,669	-484 Reduced 14.18%	2,930 $255,000
Q3 2024 Oct 31, 2024	SELL	$89.91 - $101.33 $114,815 - $129,398	-1,277 Reduced 27.22%	3,414 $334,000

Q2 2024 Jul 30, 2024	SELL	$87.78 - $94.67 $219,450 - $236,675	-2,500 Reduced 34.77%	4,691 $430,000
Q1 2024 May 07, 2024	SELL	$92.18 - $98.72 $9,494 - $10,168	-103 Reduced 1.41%	7,191 $680,000
Q4 2023 Feb 08, 2024	BUY	$82.77 - $100.51 $603,724 - $733,119	7,294 New	7,294 $721,000

Others Institutions Holding TLT

# of Institutions

1,401

Shares Held

433M

Call Options Held

157M

Put Options Held

157M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Wmg Financial Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History