Milestone Asset Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Milestone Asset Management, LLC

$473 Billion
Q2 2025

A detailed history of Milestone Asset Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Milestone Asset Management, LLC holds 13,122 shares of TLT stock, worth $1.17 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

13,122

Holding current value

$1.17 Million

% of portfolio

0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$83.97 - $92.85 $1.1 Million - $1.22 Million	13,122 New	13,122 $1.16 Billion
Q4 2024 Jan 23, 2025	BUY	$87.1 - $98.49 $1.71 Million - $1.93 Million	19,588 Added 833.53%	21,938 $1.92 Billion
Q3 2024 Oct 25, 2024	SELL	$89.91 - $101.33 $48,191 - $54,312	-536 Reduced 18.57%	2,350 $231 Million
Q2 2024 Jul 19, 2024	SELL	$87.78 - $94.67 $925,991 - $998,673	-10,549 Reduced 78.52%	2,886 $265 Million
Q1 2024 Apr 23, 2024	BUY	$92.18 - $98.72 $223,536 - $239,396	2,425 Added 22.03%	13,435 $1.27 Billion
Q4 2023 Jan 23, 2024	SELL	$82.77 - $100.51 $379,169 - $460,436	-4,581 Reduced 29.38%	11,010 $1.09 Billion
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $7,338 - $8,544	83 Added 0.54%	15,591 $1.36 Billion
Q2 2023 Aug 08, 2023	BUY	$100.28 - $108.53 $1.21 Million - $1.31 Million	12,050 Added 348.47%	15,508 $1.6 Billion
Q1 2023 May 08, 2023	SELL	$99.48 - $108.63 $10,246 - $11,188	-103 Reduced 2.89%	3,458 $368 Million
Q4 2022 Feb 06, 2023	BUY	$92.4 - $109.47 $329,036 - $389,822	3,561 New	3,561 $376 Million

Others Institutions Holding TLT

# of Institutions

1,380

Shares Held

401M

Call Options Held

169M

Put Options Held

151M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Account

Milestone Asset Management, LLC Ishares Barclays 20+ Year Trea Transaction History