Concurrent Investment Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 502,876 shares of TLT stock, worth $44.7 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

502,876

Previous 523,846 4.0%

Holding current value

$44.7 Million

Previous $46.2 Billion 2.78%

% of portfolio

0.77%

Previous 0.89%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$85.01 - $90.35 $1.78 Million - $1.89 Million	-20,970 Reduced 4.0%	502,876 $44.9 Billion
Q2 2025 Jul 25, 2025	BUY	$83.97 - $92.85 $9.11 Million - $10.1 Million	108,447 Added 26.11%	523,846 $46.2 Billion
Q1 2025 Apr 29, 2025	SELL	$85.29 - $92.57 $1.11 Million - $1.21 Million	-13,065 Reduced 3.05%	415,399 $37.8 Billion
Q4 2024 Feb 03, 2025	BUY	$87.1 - $98.49 $2.89 Million - $3.27 Million	33,195 Added 8.4%	428,464 $37.4 Billion
Q3 2024 Oct 30, 2024	BUY	$89.91 - $101.33 $11.3 Million - $12.7 Million	125,728 Added 46.65%	395,269 $38.8 Billion

Q2 2024 Jul 30, 2024	BUY	$87.78 - $94.67 $1.75 Million - $1.88 Million	19,882 Added 7.96%	269,541 $24.7 Billion
Q1 2024 May 07, 2024	BUY	$92.18 - $98.72 $11 Million - $11.8 Million	119,390 Added 91.65%	249,659 $23.6 Billion
Q4 2023 Apr 15, 2024	BUY	$82.77 - $100.51 $10.8 Million - $13.1 Million	130,269 New	130,269 $12.9 Billion

Others Institutions Holding TLT

# of Institutions

1,405

Shares Held

433M

Call Options Held

157M

Put Options Held

157M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Concurrent Investment Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History