Core Wealth Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History

Core Wealth Advisors, Inc.

$357 Million
Q3 2025

A detailed history of Core Wealth Advisors, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 6,038 shares of TLT stock, worth $536,597. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,038

Previous 4,393 37.45%

Holding current value

$536,597

Previous $387,000 39.28%

% of portfolio

0.15%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$85.01 - $90.35 $139,841 - $148,625	1,645 Added 37.45%	6,038 $539,000
Q2 2025 Aug 14, 2025	BUY	$83.97 - $92.85 $368,880 - $407,890	4,393 New	4,393 $387,000
Q3 2024 Nov 13, 2024	BUY	$89.91 - $101.33 $18.1 Million - $20.4 Million	201,135 New	201,135 $19.7 Million
Q1 2024 May 15, 2024	BUY	$92.18 - $98.72 $18,436 - $19,744	200 Added 99.5%	401 $37,000
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $3,978 - $4,632	45 Added 28.85%	201 $17,000
Q2 2023 Aug 14, 2023	BUY	$100.28 - $108.53 $10,028 - $10,853	100 Added 178.57%	156 $16,000
Q1 2023 Apr 27, 2023	BUY	$99.48 - $108.63 $5,570 - $6,083	56 New	56 $5,000

Others Institutions Holding TLT

# of Institutions

1,405

Shares Held

434M

Call Options Held

157M

Put Options Held

157M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Industry ETFs

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Core Wealth Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History