Avalon Investment & Advisory Ishares Barclays 20+ Year Trea Transaction History

Avalon Investment & Advisory

$3.56 Billion
Q1 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 14, 2018	SELL	$122.43 - $128.35 $753,434 - $789,865	-6,154 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$124.48 - $129.28 $766,049 - $795,589	6,154	6,154 $768,000

Others Institutions Holding TLT

# of Institutions

1,353

Shares Held

478M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$8.81 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.26 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.53 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.25 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.51 Billion
0.29% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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