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

Journey Strategic Wealth LLC

$2.83 Billion
Q1 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 243,158 shares of TLT stock, worth $21.2 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

243,158

Previous 283,127 14.12%

Holding current value

$21.2 Million

Previous $24.7 Million 10.48%

% of portfolio

0.78%

Previous 0.93%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,392

Shares Held

451M

Call Options Held

179M

Put Options Held

130M

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 Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.

Account

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