A detailed history of Heritage Wealth Architects, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 17,416 shares of TLT stock, worth $1.55 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
17,416
Previous 15,937 9.28%
Holding current value
$1.55 Million
Previous $1.41 Billion 10.67%
% of portfolio
0.96%
Previous 1.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 02, 2025

BUY
$85.01 - $90.35 $125,729 - $133,627
1,479 Added 9.28%
17,416 $1.56 Billion
Q2 2025

Jul 09, 2025

SELL
$83.97 - $92.85 $967,754 - $1.07 Million
-11,525 Reduced 41.97%
15,937 $1.41 Billion
Q1 2025

May 15, 2025

BUY
$85.29 - $92.57 $2.34 Million - $2.54 Million
27,462 New
27,462 $2.5 Billion

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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