Erickson Financial Group, LLC Ishares Barclays 20+ Year Trea Transaction History

Erickson Financial Group, LLC

$140 Million
Q4 2024

A detailed history of Erickson Financial Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Erickson Financial Group, LLC holds 30,483 shares of TLT stock, worth $2.75 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

30,483

Previous 30,670 0.61%

Holding current value

$2.75 Million

Previous $3.01 Million 11.5%

% of portfolio

1.9%

Previous 2.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$87.1 - $98.49 $16,287 - $18,417	-187 Reduced 0.61%	30,483 $2.66 Million
Q3 2024 Nov 08, 2024	SELL	$89.91 - $101.33 $5,394 - $6,079	-60 Reduced 0.2%	30,670 $3.01 Million
Q2 2024 Jul 18, 2024	SELL	$87.78 - $94.67 $40,027 - $43,169	-456 Reduced 1.46%	30,730 $2.82 Million
Q1 2024 Apr 29, 2024	BUY	$92.18 - $98.72 $20,187 - $21,619	219 Added 0.71%	31,186 $2.95 Million
Q4 2023 Jan 18, 2024	BUY	$82.77 - $100.51 $18,623 - $22,614	225 Added 0.73%	30,967 $3.06 Million
Q3 2023 Oct 24, 2023	BUY	$88.41 - $102.95 $20,422 - $23,781	231 Added 0.76%	30,742 $2.73 Million
Q2 2023 Jul 13, 2023	BUY	$100.28 - $108.53 $437,922 - $473,950	4,367 Added 16.7%	30,511 $3.14 Million
Q1 2023 Apr 18, 2023	BUY	$99.48 - $108.63 $23,676 - $25,853	238 Added 0.92%	26,144 $2.78 Million
Q4 2022 Jan 17, 2023	BUY	$92.4 - $109.47 $2.39 Million - $2.84 Million	25,906 New	25,906 $0

Others Institutions Holding TLT

# of Institutions

1,430

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Erickson Financial Group, LLC Ishares Barclays 20+ Year Trea Transaction History