Erts Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Erts Wealth Advisors, LLC

$290 Million
Q2 2025

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 15,908 shares of TLT stock, worth $1.42 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

15,908

Previous 30,583 47.98%

Holding current value

$1.42 Million

Previous $2.78 Million 49.59%

% of portfolio

0.48%

Previous 0.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$83.97 - $92.85 $1.23 Million - $1.36 Million	-14,675 Reduced 47.98%	15,908 $1.4 Million
Q1 2025 Apr 22, 2025	BUY	$85.29 - $92.57 $18,252 - $19,809	214 Added 0.7%	30,583 $2.78 Million
Q4 2024 Jan 17, 2025	SELL	$87.1 - $98.49 $1,567 - $1,772	-18 Reduced 0.06%	30,369 $2.65 Million
Q3 2024 Oct 17, 2024	SELL	$89.91 - $101.33 $179,100 - $201,849	-1,992 Reduced 6.15%	30,387 $2.98 Million
Q2 2024 Jul 18, 2024	BUY	$87.78 - $94.67 $132,108 - $142,478	1,505 Added 4.87%	32,379 $2.97 Million
Q1 2024 Apr 23, 2024	BUY	$92.18 - $98.72 $2.85 Million - $3.05 Million	30,874 New	30,874 $2.92 Million

Others Institutions Holding TLT

# of Institutions

1,380

Shares Held

401M

Call Options Held

169M

Put Options Held

151M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Erts Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History