Sage View Advisory Group, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$102.54 - $108.16 $9.95 Million - $10.5 Million	97,063 New	97,063 $4.13 Billion

Others Institutions Holding TLH

# of Institutions

527

Shares Held

71.2M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$987 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.37M
Shares

$743 Million
14.78% of portfolio
Demars Financial Group, LLC

7.05M
Shares

$710 Million
2.28% of portfolio
Wells Fargo & Company San Francisco, CA

4.04M
Shares

$407 Million
0.09% of portfolio
Envestnet Asset Management Inc

3.35M
Shares

$337 Million
0.11% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

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