Atlas Financial Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History

Atlas Financial Advisors, Inc.

$57.6 Million
Q4 2024

A detailed history of Atlas Financial Advisors, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Atlas Financial Advisors, Inc. holds 23,398 shares of TLT stock, worth $2.09 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares

23,398

Previous 29,393 20.4%

Holding current value

$2.09 Million

Previous $2.88 Million 29.14%

% of portfolio

3.55%

Previous 4.76%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Apr 16, 2025	SELL	$87.1 - $98.49 $522,164 - $590,447	-5,995 Reduced 20.4%	23,398 $2.04 Million
Q3 2024 Oct 28, 2024	BUY	$89.91 - $101.33 $1,438 - $1,621	16 Added 0.05%	29,393 $2.88 Million
Q2 2024 Aug 05, 2024	SELL	$87.78 - $94.67 $365,252 - $393,921	-4,161 Reduced 12.41%	29,377 $2.7 Million
Q1 2024 May 13, 2024	SELL	$92.18 - $98.72 $186,295 - $199,513	-2,021 Reduced 5.68%	33,538 $3.17 Million
Q4 2023 Feb 12, 2024	SELL	$82.77 - $100.51 $7.09 Million - $8.6 Million	-85,612 Reduced 70.65%	35,559 $3.52 Million
Q3 2023 Oct 11, 2023	SELL	$88.41 - $102.95 $374,239 - $435,787	-4,233 Reduced 3.38%	121,171 $10.7 Million
Q2 2023 Jul 17, 2023	BUY	$100.28 - $108.53 $5.77 Million - $6.25 Million	57,551 Added 84.82%	125,404 $12.9 Million
Q1 2023 Apr 25, 2023	SELL	$99.48 - $108.63 $92,914 - $101,460	-934 Reduced 1.36%	67,853 $7.22 Million
Q4 2022 Jan 24, 2023	BUY	$92.4 - $109.47 $2.03 Million - $2.4 Million	21,928 Added 46.8%	68,787 $0
Q3 2022 Oct 19, 2022	SELL	$100.95 - $120.04 $2.87 Million - $3.41 Million	-28,434 Reduced 37.76%	46,859 $4.8 Million
Q2 2022 Jul 25, 2022	SELL	$108.81 - $132.38 $625,875 - $761,449	-5,752 Reduced 7.1%	75,293 $8.65 Million
Q1 2022 Apr 27, 2022	SELL	$128.66 - $144.3 $7.77 Million - $8.72 Million	-60,416 Reduced 42.71%	81,045 $10.7 Million
Q4 2021 Apr 20, 2022	BUY	$141.52 - $154.35 $20 Million - $21.8 Million	141,461 New	141,461 $21 Million

Others Institutions Holding TLT

# of Institutions

1,378

Shares Held

401M

Call Options Held

169M

Put Options Held

151M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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Atlas Financial Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History