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

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 6,359 shares of TLT stock, worth $565,251. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,359

Previous 12,706 49.95%

Holding current value

$565,251

Previous $1.16 Million 49980.62%

% of portfolio

0.09%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$85.29 - $92.57 $541,335 - $587,541	-6,347 Reduced 49.95%	6,359 $579 Million
Q1 2025 Apr 23, 2025	BUY	$85.29 - $92.57 $567,519 - $615,960	6,654 Added 109.95%	12,706 $1.16 Million
Q4 2024 Jan 28, 2025	BUY	$87.1 - $98.49 $183,781 - $207,813	2,110 Added 53.53%	6,052 $529 Million
Q1 2022 May 19, 2022	BUY	$128.66 - $144.3 $60,341 - $67,676	469 Added 13.5%	3,942 $521,000
Q1 2022 May 16, 2022	SELL	$128.66 - $144.3 $6,818 - $7,647	-53 Reduced 1.5%	3,473 $470,000
Q4 2021 Feb 14, 2022	SELL	$141.52 - $154.35 $1,839 - $2,006	-13 Reduced 0.37%	3,526 $522,000
Q3 2021 Nov 15, 2021	BUY	$144.09 - $151.79 $19,019 - $20,036	132 Added 3.87%	3,539 $511,000
Q2 2021 Aug 12, 2021	SELL	$135.6 - $145.73 $8,949 - $9,618	-66 Reduced 1.9%	3,407 $492,000
Q1 2021 May 14, 2021	SELL	$133.92 - $157.54 $30,131 - $35,446	-225 Reduced 6.08%	3,473 $470,000
Q4 2020 Jan 28, 2021	BUY	$155.16 - $163.36 $115,904 - $122,029	747 Added 25.31%	3,698 $583,000
Q3 2020 Nov 12, 2020	BUY	$161.12 - $171.57 $475,465 - $506,303	2,951 New	2,951 $482,000
Q2 2020 Aug 11, 2020	SELL	$156.11 - $171.29 $115,365 - $126,583	-739 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$136.74 - $171.29 $101,050 - $126,583	739 New	739 $122,000

Others Institutions Holding TLT

# of Institutions

1,418

Shares Held

411M

Call Options Held

175M

Put Options Held

153M

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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Account

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