Bogart Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

Bogart Wealth, LLC

$2.32 Billion
Q2 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Bogart Wealth, LLC holds 29 shares of TLT stock, worth $2,531. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 122 76.23%

Holding current value

$2,531

Previous $11,000 81.82%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$83.97 - $92.85 $7,809 - $8,635	-93 Reduced 76.23%	29 $2,000
Q1 2025 May 01, 2025	BUY	$85.29 - $92.57 $10,405 - $11,293	122 New	122 $11,000
Q1 2024 Apr 25, 2024	SELL	$92.18 - $98.72 $10,324 - $11,056	-112 Reduced 35.9%	200 $18,000
Q4 2023 Feb 06, 2024	BUY	$82.77 - $100.51 $2,483 - $3,015	30 Added 10.64%	312 $30,000
Q3 2023 Oct 30, 2023	BUY	$88.41 - $102.95 $2,298 - $2,676	26 Added 10.16%	282 $25,000
Q2 2023 Jul 28, 2023	BUY	$100.28 - $108.53 $15,643 - $16,930	156 Added 156.0%	256 $26,000
Q1 2023 Apr 21, 2023	BUY	$99.48 - $108.63 $9,948 - $10,863	100 New	100 $10,000
Q3 2022 Nov 03, 2022	BUY	$100.95 - $120.04 $0 - $0	0 New	0 $0
Q1 2022 Apr 22, 2022	SELL	$128.66 - $144.3 $1,029 - $1,154	-8 Closed	0 $0
Q2 2020 Jul 08, 2020	BUY	$156.11 - $171.29 $1,248 - $1,370	8 New	8 $1,000

Others Institutions Holding TLT

# of Institutions

1,383

Shares Held

444M

Call Options Held

141M

Put Options Held

124M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Bogart Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History