Balboa Wealth Partners Ishares Barclays 20+ Year Trea Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

A detailed history of Balboa Wealth Partners transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Balboa Wealth Partners holds 2,756 shares of TLT stock, worth $255,315. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,756
Holding current value
$255,315
% of portfolio
0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$92.18 - $98.72 $254,048 - $272,072
2,756 New
2,756 $260,000
Q2 2023

Aug 08, 2023
BUY
$100.28 - $108.53 $244,482 - $264,596
2,438 Added 106.74%
4,722 $486,000
Q1 2023

May 11, 2023
SELL
$99.48 - $108.63 $76,599 - $83,645
-770 Reduced 25.21%
2,284 $242,000
Q4 2022

Feb 14, 2023
BUY
$93.98 - $109.47 $52,910 - $61,631
563 Added 22.6%
3,054 $304,000
Q3 2022

Jan 04, 2023
BUY
$105.27 - $120.04 $262,227 - $299,019
2,491 New
2,491 $255,000

Others Institutions Holding TLT

# of Institutions
1,271
Shares Held
365M
Call Options Held
105M
Put Options Held
74.3M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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