Briaud Financial Planning, Inc Ishares Barclays 20+ Year Trea Transaction History

Briaud Financial Planning, Inc

$245 Million
Q4 2024

A detailed history of Briaud Financial Planning, Inc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 7,518 shares of TLT stock, worth $671,131. This represents 0.27% of its overall portfolio holdings.

Number of Shares

7,518

Previous 7,448 0.94%

Holding current value

$671,131

Previous $732,000 10.38%

% of portfolio

0.27%

Previous 0.38%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$87.1 - $98.49 $6,097 - $6,894	70 Added 0.94%	7,518 $656,000
Q2 2024 Jul 26, 2024	SELL	$87.78 - $94.67 $87 - $94	-1 Reduced 0.01%	7,448 $683,000
Q1 2024 May 03, 2024	BUY	$92.18 - $98.72 $686,648 - $735,365	7,449 New	7,449 $705,000
Q3 2023 Nov 03, 2023	SELL	$88.41 - $102.95 $211,299 - $246,050	-2,390 Reduced 24.29%	7,448 $660,000
Q2 2023 Aug 04, 2023	BUY	$100.28 - $108.53 $316,082 - $342,086	3,152 Added 47.14%	9,838 $1.01 Million
Q1 2023 May 05, 2023	BUY	$99.48 - $108.63 $665,123 - $726,300	6,686 New	6,686 $710,000
Q2 2022 Aug 11, 2022	BUY	$108.81 - $132.38 $368,213 - $447,973	3,384 Added 1.53%	224,244 $25.8 Million
Q1 2022 May 03, 2022	BUY	$128.66 - $144.3 $2.08 Million - $2.33 Million	16,130 Added 7.88%	220,860 $29.2 Million
Q4 2021 Feb 08, 2022	BUY	$141.52 - $154.35 $16.2 Million - $17.7 Million	114,632 Added 127.23%	204,730 $30.3 Million
Q3 2021 Oct 20, 2021	BUY	$144.09 - $151.79 $771,746 - $812,987	5,356 Added 6.32%	90,098 $13 Million
Q2 2021 Jul 28, 2021	BUY	$135.6 - $145.73 $8.72 Million - $9.37 Million	64,309 Added 314.73%	84,742 $12.2 Million
Q1 2021 May 05, 2021	BUY	$133.92 - $157.54 $2.72 Million - $3.19 Million	20,275 Added 12832.28%	20,433 $2.77 Million
Q4 2020 Jan 27, 2021	SELL	$155.16 - $163.36 $26 Million - $27.4 Million	-167,449 Reduced 99.91%	158 $25.6 Million
Q3 2020 Oct 30, 2020	BUY	$161.12 - $171.57 $351,724 - $374,537	2,183 Added 1.32%	167,607 $27.4 Million
Q2 2020 Jul 28, 2020	BUY	$156.11 - $171.29 $25.4 Million - $27.9 Million	162,716 Added 6008.71%	165,424 $27.1 Million
Q1 2020 Apr 22, 2020	BUY	$136.74 - $171.29 $135,099 - $169,234	988 Added 57.44%	2,708 $447,000
Q4 2019 Jan 30, 2020	BUY	$134.91 - $145.99 $232,045 - $251,102	1,720 New	1,720 $233,000

Others Institutions Holding TLT

# of Institutions

1,373

Shares Held

467M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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Briaud Financial Planning, Inc Ishares Barclays 20+ Year Trea Transaction History