Baker Tilly Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Baker Tilly Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	BUY	$82.77 - $100.51 $234,404 - $284,644	2,832 New	2,832 $280,000
Q2 2023 Jul 20, 2023	BUY	$100.28 - $108.53 $924,481 - $1 Million	9,219 Added 252.99%	12,863 $1.32 Million
Q1 2023 Apr 12, 2023	SELL	$99.48 - $108.63 $54,117 - $59,094	-544 Reduced 12.99%	3,644 $387,000
Q4 2022 Jan 26, 2023	BUY	$92.4 - $109.47 $161,515 - $191,353	1,748 Added 71.64%	4,188 $0
Q3 2022 Oct 20, 2022	BUY	$100.95 - $120.04 $246,318 - $292,897	2,440 New	2,440 $250,000
Q1 2022 Apr 27, 2022	SELL	$128.66 - $144.3 $301,707 - $338,383	-2,345 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$141.52 - $154.35 $90,572 - $98,784	640 Added 37.54%	2,345 $348,000
Q3 2021 Nov 02, 2021	BUY	$144.09 - $151.79 $24,351 - $25,652	169 Added 11.0%	1,705 $246,000
Q2 2021 Jul 30, 2021	BUY	$135.6 - $145.73 $208,281 - $223,841	1,536 New	1,536 $222,000

1,295

402M

120M

93.7M

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