High Mark Wealth Management LLC Ishares Barclays 20+ Year Trea Transaction History

High Mark Wealth Management LLC

$217 Million
Q3 2025

A detailed history of High Mark Wealth Management LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, High Mark Wealth Management LLC holds 35,091 shares of TLT stock, worth $3.12 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

35,091

Previous 35,426 0.95%

Holding current value

$3.12 Million

Previous $3.13 Million 0.32%

% of portfolio

1.45%

Previous 1.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$85.01 - $90.35 $28,478 - $30,267	-335 Reduced 0.95%	35,091 $3.14 Million
Q2 2025 Jul 21, 2025	BUY	$83.97 - $92.85 $2.97 Million - $3.29 Million	35,426 New	35,426 $3.13 Million
Q3 2024 Oct 17, 2024	BUY	$89.91 - $101.33 $372,137 - $419,404	4,139 Added 35.69%	15,736 $1.54 Million
Q2 2024 Jul 29, 2024	BUY	$87.78 - $94.67 $88,833 - $95,806	1,012 Added 9.56%	11,597 $1.06 Million
Q1 2024 Apr 26, 2024	BUY	$92.18 - $98.72 $373,974 - $400,507	4,057 Added 62.15%	10,585 $1 Million

Q4 2023 Jan 22, 2024	BUY	$82.77 - $100.51 $540,322 - $656,129	6,528 New	6,528 $645,000

Others Institutions Holding TLT

# of Institutions

1,405

Shares Held

433M

Call Options Held

157M

Put Options Held

157M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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High Mark Wealth Management LLC Ishares Barclays 20+ Year Trea Transaction History