Avantax Planning Partners, Inc. Ishares Barclays 10 20 Yr Trea Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 91,636 shares of TLH stock, worth $9.41 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

91,636

Previous 94,830 3.37%

Holding current value

$9.41 Million

Previous $9.63 Million 2.04%

% of portfolio

0.27%

Previous 0.31%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$98.52 - $103.93 $314,672 - $331,952	-3,194 Reduced 3.37%	91,636 $9.44 Million
Q2 2025 Aug 11, 2025	BUY	$97.29 - $105.63 $1.04 Million - $1.13 Million	10,738 Added 12.77%	94,830 $9.63 Million
Q1 2025 Apr 28, 2025	BUY	$97.25 - $104.79 $4.39 Million - $4.73 Million	45,103 Added 115.68%	84,092 $8.72 Million
Q4 2024 Feb 07, 2025	BUY	$99.04 - $109.59 $3.86 Million - $4.27 Million	38,989 New	38,989 $3.88 Million

Others Institutions Holding TLH

# of Institutions

648

Shares Held

114M

Call Options Held

74.5K

Put Options Held

31.7K

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About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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Avantax Planning Partners, Inc. Ishares Barclays 10 20 Yr Trea Transaction History