Certus Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Certus Wealth Management, LLC

$142 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$108.81 - $116.4 $362,337 - $387,612	3,330 New	3,330 $369 Million

Others Institutions Holding TLH

# of Institutions

508

Shares Held

63M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$990 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$722 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$390 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$349 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$301 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

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