Journey Strategic Wealth LLC Ishares Barclays 20+ Year Trea Transaction History

Journey Strategic Wealth LLC

$3.41 Billion
Q3 2025

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 280,061 shares of TLT stock, worth $24.9 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

280,061

Previous 260,020 7.71%

Holding current value

$24.9 Million

Previous $22.9 Million 9.08%

% of portfolio

0.73%

Previous 0.76%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$85.01 - $90.35 $1.7 Million - $1.81 Million	20,041 Added 7.71%	280,061 $25 Million
Q2 2025 Aug 12, 2025	BUY	$83.97 - $92.85 $1.42 Million - $1.57 Million	16,862 Added 6.93%	260,020 $22.9 Million
Q1 2025 May 06, 2025	SELL	$85.29 - $92.57 $3.41 Million - $3.7 Million	-39,969 Reduced 14.12%	243,158 $22.1 Million
Q4 2024 Jan 24, 2025	BUY	$87.1 - $98.49 $1.56 Million - $1.77 Million	17,943 Added 6.77%	283,127 $24.7 Million
Q3 2024 Nov 12, 2024	BUY	$89.91 - $101.33 $5 Million - $5.63 Million	55,574 Added 26.51%	265,184 $26 Million

Q2 2024 Aug 14, 2024	BUY	$87.78 - $94.67 $1.76 Million - $1.9 Million	20,064 Added 10.59%	209,610 $19.2 Million
Q1 2024 May 13, 2024	SELL	$92.18 - $98.72 $949,454 - $1.02 Million	-10,300 Reduced 5.15%	189,546 $17.9 Million
Q4 2023 Feb 09, 2024	BUY	$82.77 - $100.51 $986,783 - $1.2 Million	11,922 Added 6.34%	199,846 $19.8 Million
Q3 2023 Nov 08, 2023	BUY	$88.41 - $102.95 $3.83 Million - $4.46 Million	43,366 Added 30.0%	187,924 $16.7 Million
Q2 2023 Aug 14, 2023	BUY	$100.28 - $108.53 $6,417 - $6,945	64 Added 0.04%	144,558 $14.9 Million
Q1 2023 May 11, 2023	BUY	$99.48 - $108.63 $9.11 Million - $9.95 Million	91,557 Added 172.95%	144,494 $15.4 Million
Q4 2022 Feb 14, 2023	BUY	$92.4 - $109.47 $511,803 - $606,354	5,539 Added 11.69%	52,937 $5.27 Million
Q3 2022 Nov 14, 2022	BUY	$100.95 - $120.04 $1.28 Million - $1.52 Million	12,664 Added 36.46%	47,398 $4.86 Million
Q2 2022 Aug 15, 2022	BUY	$108.81 - $132.38 $3.78 Million - $4.6 Million	34,734 New	34,734 $3.99 Million
Q1 2022 May 16, 2022	SELL	$128.66 - $144.3 $662,599 - $743,145	-5,150 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$141.52 - $154.35 $728,828 - $794,902	5,150 New	5,150 $763,000

Others Institutions Holding TLT

# of Institutions

1,402

Shares Held

432M

Call Options Held

157M

Put Options Held

157M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Journey Strategic Wealth LLC Ishares Barclays 20+ Year Trea Transaction History