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

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 943 shares of TLT stock, worth $80,843. This represents 0.01% of its overall portfolio holdings.

Number of Shares

943

Previous 388 143.04%

Holding current value

$80,843

Previous $33,000 157.58%

% of portfolio

0.01%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$85.29 - $92.57 $47,335 - $51,376	555 Added 143.04%	943 $85,000
Q4 2024 Jan 30, 2025	SELL	$87.1 - $98.49 $56,440 - $63,821	-648 Reduced 62.55%	388 $33,000
Q3 2024 Oct 25, 2024	SELL	$89.91 - $101.33 $1,888 - $2,127	-21 Reduced 1.99%	1,036 $101,000
Q2 2024 Jul 15, 2024	BUY	$87.78 - $94.67 $18,258 - $19,691	208 Added 24.5%	1,057 $97,000
Q1 2024 Apr 30, 2024	SELL	$92.18 - $98.72 $63,051 - $67,524	-684 Reduced 44.62%	849 $80,000
Q4 2023 Feb 07, 2024	BUY	$82.77 - $100.51 $83,928 - $101,917	1,014 Added 195.38%	1,533 $151,000
Q3 2023 Nov 02, 2023	BUY	$88.41 - $102.95 $34,037 - $39,635	385 Added 287.31%	519 $46,000
Q2 2023 Aug 07, 2023	BUY	$100.28 - $108.53 $13,437 - $14,543	134 New	134 $13,000
Q1 2022 May 02, 2022	SELL	$128.66 - $144.3 $8,620 - $9,668	-67 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$144.09 - $151.79 $9,654 - $10,169	67 New	67 $10,000
Q4 2020 Feb 01, 2021	SELL	$155.16 - $163.36 $10,395 - $10,945	-67 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$161.12 - $171.57 $4,189 - $4,460	26 Added 63.41%	67 $11,000
Q2 2020 Aug 05, 2020	BUY	$156.11 - $171.29 $6,400 - $7,022	41 New	41 $7,000
Q3 2019 Oct 31, 2019	SELL	$130.07 - $147.8 $130,070 - $147,800	-1,000 Closed	0 $0
Q2 2019 Aug 06, 2019	BUY	$122.21 - $132.9 $122,210 - $132,900	1,000 New	1,000 $133,000

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

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