A detailed history of Consilio Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 29,756 shares of TLT stock, worth $2.63 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
29,756
Previous 28,830 3.21%
Holding current value
$2.63 Million
Previous $2.65 Million 10.32%
% of portfolio
1.21%
Previous 1.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$89.91 - $101.33 $83,256 - $93,831
926 Added 3.21%
29,756 $2.92 Million
Q2 2024

Jul 12, 2024

BUY
$87.78 - $94.67 $73,735 - $79,522
840 Added 3.0%
28,830 $2.65 Million
Q1 2024

Apr 18, 2024

SELL
$92.18 - $98.72 $252,849 - $270,788
-2,743 Reduced 8.93%
27,990 $2.65 Million
Q4 2023

Jan 11, 2024

BUY
$82.77 - $100.51 $282,576 - $343,141
3,414 Added 12.5%
30,733 $3.04 Million
Q3 2023

Oct 11, 2023

BUY
$88.41 - $102.95 $33,418 - $38,915
378 Added 1.4%
27,319 $2.42 Million
Q2 2023

Jul 13, 2023

BUY
$100.28 - $108.53 $42,719 - $46,233
426 Added 1.61%
26,941 $2.77 Million
Q1 2023

Apr 06, 2023

BUY
$99.48 - $108.63 $2.64 Million - $2.88 Million
26,515 New
26,515 $2.82 Million

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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