A detailed history of Beacon Financial Group transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Beacon Financial Group holds 33,815 shares of TLT stock, worth $3.17 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
33,815
Previous 26,851 25.94%
Holding current value
$3.17 Million
Previous $2.54 Million 22.17%
% of portfolio
0.36%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$87.78 - $94.67 $611,299 - $659,281
6,964 Added 25.94%
33,815 $3.1 Million
Q1 2024

May 07, 2024

BUY
$92.18 - $98.72 $458,964 - $491,526
4,979 Added 22.76%
26,851 $2.54 Million
Q4 2023

Feb 23, 2024

BUY
$82.77 - $100.51 $1.54 Million - $1.88 Million
18,660 Added 580.95%
21,872 $2.16 Million
Q3 2023

Oct 16, 2023

BUY
$88.41 - $102.95 $283,972 - $330,675
3,212 New
3,212 $310,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Beacon Financial Group Portfolio

Follow Beacon Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.