Copperwynd Financial, LLC Ishares Barclays 20+ Year Trea Transaction History

Copperwynd Financial, LLC

$330 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	SELL	$128.66 - $144.3 $1.25 Million - $1.41 Million	-9,754 Closed	0 $0
Q4 2021 Feb 04, 2022	SELL	$141.52 - $154.35 $65,806 - $71,772	-465 Reduced 4.55%	9,754 $1.45 Million
Q3 2021 Nov 03, 2021	BUY	$144.09 - $151.79 $1.47 Million - $1.55 Million	10,219 New	10,219 $1.48 Million
Q1 2021 May 06, 2021	SELL	$133.92 - $157.54 $1.15 Million - $1.36 Million	-8,608 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$155.16 - $163.36 $1.34 Million - $1.41 Million	8,608 New	8,608 $1.36 Million
Q2 2020 Aug 07, 2020	SELL	$156.11 - $171.29 $1.63 Million - $1.79 Million	-10,443 Closed	0 $0
Q1 2020 May 11, 2020	BUY	$136.74 - $171.29 $1.43 Million - $1.79 Million	10,443 New	10,443 $1.72 Million

Others Institutions Holding TLT

# of Institutions

1,353

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

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