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

Cedar Wealth Management, LLC

$322 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	SELL	$87.78 - $94.67 $3,423 - $3,692	-39 Reduced 1.66%	2,317 $212,000
Q1 2024 May 13, 2024	SELL	$92.18 - $98.72 $4,977 - $5,330	-54 Reduced 2.24%	2,356 $222,000
Q4 2023 Feb 13, 2024	SELL	$82.77 - $100.51 $398,951 - $484,458	-4,820 Reduced 66.67%	2,410 $238,000
Q4 2022 Feb 14, 2023	SELL	$92.4 - $109.47 $391,960 - $464,371	-4,242 Reduced 36.98%	7,230 $719,000
Q3 2022 Nov 10, 2022	SELL	$100.95 - $120.04 $61,276 - $72,864	-607 Reduced 5.03%	11,472 $1.18 Million
Q2 2022 Aug 11, 2022	SELL	$108.81 - $132.38 $533,821 - $649,456	-4,906 Reduced 28.88%	12,079 $1.39 Million
Q1 2022 May 12, 2022	BUY	$128.66 - $144.3 $2.01 Million - $2.25 Million	15,595 Added 1121.94%	16,985 $2.24 Million
Q4 2021 Feb 11, 2022	BUY	$141.52 - $154.35 $196,712 - $214,546	1,390 New	1,390 $206,000

Others Institutions Holding TLT

# of Institutions

1,356

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$8.83 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.27 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.54 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.25 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.52 Billion
0.29% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cedar Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Wealth Management, LLC with notifications on news.