Capstone Wealth Management Group, LLC Ishares Barclays 20+ Year Trea Transaction History

Capstone Wealth Management Group, LLC

  • $104 Million
  • Q2 2025

A detailed history of Capstone Wealth Management Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 9,974 shares of TLT stock, worth $866,441. This represents 0.85% of its overall portfolio holdings.

Number of Shares
9,974
Previous 50,847 80.38%
Holding current value
$866,441
Previous $4.63 Million 80.99%
% of portfolio
0.85%
Previous 2.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$83.97 - $92.85 $3.43 Million - $3.8 Million
-40,873 Reduced 80.38%
9,974 $880,000
Q1 2025

Apr 28, 2025
BUY
$85.29 - $92.57 $3.49 Million - $3.78 Million
40,863 Added 409.28%
50,847 $4.63 Million
Q4 2024

Jan 14, 2025
SELL
$87.1 - $98.49 $4.06 Million - $4.59 Million
-46,627 Reduced 82.36%
9,984 $871,000
Q3 2024

Oct 15, 2024
BUY
$89.91 - $101.33 $5.09 Million - $5.74 Million
56,611 New
56,611 $5.55 Million

Others Institutions Holding TLT

# of Institutions
1,391
Shares Held
451M
Call Options Held
179M
Put Options Held
130M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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