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

Dynasty Wealth Management, LLC

$7.49 Trillion
Q3 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 855,851 shares of TLT stock, worth $77 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

855,851

Previous 1,053,007 18.72%

Holding current value

$77 Million

Previous $92.9 Billion 17.69%

% of portfolio

1.02%

Previous 1.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$85.01 - $90.35 $16.8 Million - $17.8 Million	-197,156 Reduced 18.72%	855,851 $76.5 Billion
Q2 2025 Aug 05, 2025	BUY	$83.97 - $92.85 $1.4 Million - $1.55 Million	16,664 Added 1.61%	1,053,007 $92.9 Billion
Q1 2025 May 02, 2025	BUY	$85.29 - $92.57 $11.2 Million - $12.1 Million	131,089 Added 14.48%	1,036,343 $94.3 Billion
Q4 2024 Feb 05, 2025	BUY	$87.1 - $98.49 $26.5 Million - $30 Million	304,416 Added 50.67%	905,254 $79.1 Billion
Q3 2024 Nov 12, 2024	SELL	$89.91 - $101.33 $730,518 - $823,306	-8,125 Reduced 1.33%	600,838 $58.9 Billion
Q2 2024 Aug 12, 2024	BUY	$87.78 - $94.67 $12.3 Million - $13.3 Million	140,286 Added 29.93%	608,963 $55.9 Billion
Q1 2024 May 15, 2024	BUY	$92.18 - $98.72 $43.2 Million - $46.3 Million	468,677 New	468,677 $44.3 Billion

Others Institutions Holding TLT

# of Institutions

1,396

Shares Held

400M

Call Options Held

169M

Put Options Held

152M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Account

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