Future You Wealth LLC Ishares Barclays 10 20 Yr Trea Transaction History

Future You Wealth LLC

$156 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 May 01, 2025	BUY	$99.04 - $109.59 $243,836 - $269,810	2,462 New	2,462 $245 Million

Others Institutions Holding TLH

# of Institutions

552

Shares Held

77.5M

Call Options Held

50K

Put Options Held

36K

Envestnet Asset Management Inc

14.3M
Shares

$1.47 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

9.11M
Shares

$935 Million
0.08% of portfolio
Forum Financial Management, LP Lombard, IL

7.65M
Shares

$786 Million
15.03% of portfolio
Wells Fargo & Company San Francisco, CA

4.04M
Shares

$415 Million
0.09% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.95M
Shares

$303 Million
0.08% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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