Callan Capital, LLC Ishares Barclays 20+ Year Trea Transaction History

Callan Capital, LLC

$1.2 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 04, 2023	SELL	$100.28 - $108.53 $97,672 - $105,708	-974 Reduced 17.37%	4,633 $476,000
Q1 2023 May 08, 2023	BUY	$99.48 - $108.63 $557,784 - $609,088	5,607 New	5,607 $596,000

Others Institutions Holding TLT

# of Institutions

1,295

Shares Held

402M

Call Options Held

120M

Put Options Held

93.7M

Bank Of America Corp Charlotte, NC

59.8M
Shares

$5.62 Billion
0.49% of portfolio
Morgan Stanley New York, NY

43.5M
Shares

$4.08 Billion
0.31% of portfolio
Rafferty Asset Management, LLC New York, NY

39.9M
Shares

$3.75 Billion
13.68% of portfolio
Northwestern Mutual Wealth Management CO

32.6M
Shares

$3.06 Billion
2.96% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.56 Billion
0.04% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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