Bell Investment Advisors, Inc Ishares Barclays 20+ Year Trea Transaction History

Bell Investment Advisors, Inc

$603 Million
Q3 2025

A detailed history of Bell Investment Advisors, Inc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 415,139 shares of TLT stock, worth $36.9 Million. This represents 6.16% of its overall portfolio holdings.

Number of Shares

415,139

Previous 386,890 7.3%

Holding current value

$36.9 Million

Previous $34.1 Million 8.66%

% of portfolio

6.16%

Previous 5.95%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 21, 2025	BUY	$85.01 - $90.35 $2.4 Million - $2.55 Million	28,249 Added 7.3%	415,139 $37.1 Million
Q2 2025 Aug 08, 2025	BUY	$83.97 - $92.85 $1.77 Million - $1.96 Million	21,082 Added 5.76%	386,890 $34.1 Million
Q1 2025 May 15, 2025	BUY	$85.29 - $92.57 $920,961 - $999,570	10,798 Added 3.04%	365,808 $33.3 Million
Q4 2024 Feb 07, 2025	BUY	$87.1 - $98.49 $2.24 Million - $2.53 Million	25,720 Added 7.81%	355,010 $31 Million
Q3 2024 Nov 13, 2024	BUY	$89.91 - $101.33 $1.2 Million - $1.35 Million	13,356 Added 4.23%	329,290 $32.3 Million

Q2 2024 Aug 07, 2024	BUY	$87.78 - $94.67 $855,064 - $922,180	9,741 Added 3.18%	315,934 $29 Million
Q1 2024 May 08, 2024	BUY	$92.18 - $98.72 $2.78 Million - $2.98 Million	30,176 Added 10.93%	306,193 $29 Million
Q4 2023 Feb 14, 2024	BUY	$82.77 - $100.51 $826,292 - $1 Million	9,983 Added 3.75%	276,017 $27.3 Million
Q3 2023 Nov 08, 2023	BUY	$88.41 - $102.95 $23.5 Million - $27.4 Million	266,034 New	266,034 $23.6 Million

Others Institutions Holding TLT

# of Institutions

1,404

Shares Held

434M

Call Options Held

157M

Put Options Held

157M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.

Account

Bell Investment Advisors, Inc Ishares Barclays 20+ Year Trea Transaction History