Beam Wealth Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History

Beam Wealth Advisors, Inc.

$289 Million
Q1 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 33,260 shares of TLT stock, worth $2.83 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

33,260

Previous 34,108 2.49%

Holding current value

$2.83 Million

Previous $2.98 Million 1.65%

% of portfolio

1.05%

Previous 0.97%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$85.29 - $92.57 $72,325 - $78,499	-848 Reduced 2.49%	33,260 $3.03 Million
Q4 2024 Feb 06, 2025	SELL	$87.1 - $98.49 $162,267 - $183,486	-1,863 Reduced 5.18%	34,108 $2.98 Million
Q3 2024 Nov 04, 2024	SELL	$89.91 - $101.33 $16,903 - $19,050	-188 Reduced 0.52%	35,971 $3.53 Million
Q2 2024 Aug 07, 2024	SELL	$87.78 - $94.67 $550,380 - $593,580	-6,270 Reduced 14.78%	36,159 $3.32 Million
Q1 2024 Apr 30, 2024	BUY	$92.18 - $98.72 $2.17 Million - $2.32 Million	23,544 Added 124.67%	42,429 $4.01 Million
Q4 2023 Jan 30, 2024	BUY	$82.77 - $100.51 $295,406 - $358,720	3,569 Added 23.3%	18,885 $1.87 Million
Q3 2023 Oct 26, 2023	BUY	$88.41 - $102.95 $1.35 Million - $1.58 Million	15,316 New	15,316 $1.36 Million
Q3 2021 Oct 14, 2021	SELL	$144.09 - $151.79 $203,743 - $214,631	-1,414 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$135.6 - $145.73 $1.07 Million - $1.15 Million	-7,901 Reduced 84.82%	1,414 $204,000
Q1 2021 May 17, 2021	SELL	$133.92 - $157.54 $148,919 - $175,184	-1,112 Reduced 10.66%	9,315 $1.26 Million
Q4 2020 Jan 26, 2021	SELL	$155.16 - $163.36 $195,346 - $205,670	-1,259 Reduced 10.77%	10,427 $1.65 Million
Q3 2020 Oct 07, 2020	BUY	$161.12 - $171.57 $39,635 - $42,206	246 Added 2.15%	11,686 $1.91 Million
Q2 2020 Jul 07, 2020	BUY	$156.11 - $171.29 $1.51 Million - $1.65 Million	9,645 Added 537.33%	11,440 $1.86 Million
Q1 2020 Apr 08, 2020	BUY	$136.74 - $171.29 $12,580 - $15,758	92 Added 5.4%	1,795 $296,000
Q4 2019 Feb 14, 2020	BUY	$134.91 - $145.99 $229,751 - $248,620	1,703 New	1,703 $231,000

Others Institutions Holding TLT

# of Institutions

1,422

Shares Held

455M

Call Options Held

179M

Put Options Held

130M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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Beam Wealth Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History