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

Certus Wealth Management, LLC

$144 Million
Q4 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Certus Wealth Management, LLC holds 15,493 shares of TLT stock, worth $1.42 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

15,493

Previous 14,134 9.62%

Holding current value

$1.42 Million

Previous $1.39 Million 2.38%

% of portfolio

0.94%

Previous 0.98%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$87.1 - $98.49 $118,368 - $133,847	1,359 Added 9.62%	15,493 $1.35 Million
Q3 2024 Nov 12, 2024	BUY	$89.91 - $101.33 $24,365 - $27,460	271 Added 1.95%	14,134 $1.39 Million
Q2 2024 Aug 02, 2024	SELL	$87.78 - $94.67 $106,828 - $115,213	-1,217 Reduced 8.07%	13,863 $1.27 Million
Q1 2024 May 06, 2024	SELL	$92.18 - $98.72 $157,627 - $168,811	-1,710 Reduced 10.18%	15,080 $1.43 Million
Q4 2023 Feb 09, 2024	BUY	$82.77 - $100.51 $87,239 - $105,937	1,054 Added 6.7%	16,790 $1.66 Million
Q3 2023 Nov 02, 2023	BUY	$88.41 - $102.95 $1.39 Million - $1.62 Million	15,736 New	15,736 $1.4 Million

Others Institutions Holding TLT

# of Institutions

1,424

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Certus Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History