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

Briaud Financial Planning, Inc

  • $306 Million
  • Q3 2025

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 7,313 shares of TLT stock, worth $649,906. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,313
Previous 7,312 0.01%
Holding current value
$649,906
Previous $641,000 1.87%
% of portfolio
0.21%
Previous 0.25%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 25, 2025
BUY
$85.01 - $90.35 $85 - $90
1 Added 0.01%
7,313 $653,000
Q2 2025

Jul 30, 2025
SELL
$83.97 - $92.85 $17,297 - $19,127
-206 Reduced 2.74%
7,312 $641,000
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
1,404
Shares Held
434M
Call Options Held
157M
Put Options Held
157M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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  • Sector ETFs
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