Fulcrum Equity Management Ishares Barclays 20+ Year Trea Transaction History

Fulcrum Equity Management

$88.9 Million
Q1 2025

A detailed history of Fulcrum Equity Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Fulcrum Equity Management holds 4,258 shares of TLT stock, worth $365,038. This represents 0.44% of its overall portfolio holdings.

Number of Shares

4,258

Previous 6,199 31.31%

Holding current value

$365,038

Previous $541,000 28.47%

% of portfolio

0.44%

Previous 0.57%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$85.29 - $92.57 $165,547 - $179,678	-1,941 Reduced 31.31%	4,258 $387,000
Q4 2024 Mar 24, 2025	SELL	$87.1 - $98.49 $28,568 - $32,304	-328 Reduced 5.03%	6,199 $541,000
Q3 2024 Nov 21, 2024	SELL	$89.91 - $101.33 $6,563 - $7,397	-73 Reduced 1.11%	6,527 $640,000
Q2 2024 Jul 19, 2024	BUY	$87.78 - $94.67 $579,348 - $624,822	6,600 New	6,600 $605,000
Q4 2022 Jul 07, 2023	BUY	$92.4 - $109.47 $1.45 Million - $1.72 Million	15,675 New	15,675 $1.56 Million
Q4 2022 Jan 10, 2023	SELL	$92.4 - $109.47 $290,320 - $343,954	-3,142 Reduced 16.7%	15,675 $0
Q3 2022 Oct 11, 2022	BUY	$100.95 - $120.04 $1.9 Million - $2.26 Million	18,817 New	18,817 $1.93 Million
Q1 2022 Apr 15, 2022	SELL	$128.66 - $144.3 $278,034 - $311,832	-2,161 Closed	0 $0
Q4 2021 Jan 25, 2022	SELL	$141.52 - $154.35 $209,874 - $228,901	-1,483 Reduced 40.7%	2,161 $320,000
Q3 2021 Jan 25, 2022	BUY	$144.09 - $151.79 $525,063 - $553,122	3,644 New	3,644 $526,000
Q2 2021 Jul 15, 2021	SELL	$135.6 - $145.73 $326,796 - $351,209	-2,410 Closed	0 $0
Q1 2021 Apr 05, 2021	SELL	$133.92 - $157.54 $1.38 Million - $1.63 Million	-10,327 Reduced 81.08%	2,410 $326,000
Q4 2020 Feb 22, 2021	BUY	$155.16 - $163.36 $46,548 - $49,008	300 Added 2.41%	12,737 $2.01 Million
Q3 2020 Oct 27, 2020	BUY	$161.12 - $171.57 $1.45 Million - $1.54 Million	9,000 Added 261.86%	12,437 $2.03 Million
Q2 2020 Aug 17, 2020	BUY	$156.11 - $171.29 $536,550 - $588,723	3,437 New	3,437 $563,000
Q1 2020 Apr 01, 2020	SELL	$136.74 - $171.29 $421,022 - $527,401	-3,079 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$134.91 - $145.99 $1.06 Million - $1.15 Million	-7,865 Reduced 71.87%	3,079 $417,000
Q3 2019 Nov 05, 2019	BUY	$130.07 - $147.8 $455,375 - $517,447	3,501 Added 47.04%	10,944 $1.57 Million
Q2 2019 Aug 12, 2019	BUY	$122.21 - $132.9 $909,609 - $989,174	7,443 New	7,443 $1.04 Million

Others Institutions Holding TLT

# of Institutions

1,414

Shares Held

456M

Call Options Held

179M

Put Options Held

130M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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Fulcrum Equity Management Ishares Barclays 20+ Year Trea Transaction History