Laurel Wealth Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$108.81 - $132.38 $96,188 - $117,023	884 Added 48.44%	2,709 $311,000
Q1 2022 May 13, 2022	SELL	$128.66 - $144.3 $3.08 Million - $3.46 Million	-23,969 Reduced 92.92%	1,825 $241,000
Q4 2021 Feb 14, 2022	BUY	$141.52 - $154.35 $3.65 Million - $3.98 Million	25,794 New	25,794 $3.82 Million
Q1 2021 May 14, 2021	SELL	$133.92 - $157.54 $213,200 - $250,803	-1,592 Closed	0 $0
Q4 2020 Mar 03, 2021	BUY	$155.16 - $163.36 $1,241 - $1,306	8 Added 0.51%	1,592 $251,000
Q3 2020 Nov 13, 2020	BUY	$161.12 - $171.57 $25,295 - $26,936	157 Added 11.0%	1,584 $258,000
Q2 2020 Aug 14, 2020	BUY	$156.11 - $171.29 $27,475 - $30,147	176 Added 14.07%	1,427 $234,000
Q1 2020 May 15, 2020	BUY	$136.74 - $171.29 $171,061 - $214,283	1,251 New	1,251 $206,000
Q4 2019 Feb 13, 2020	SELL	$134.91 - $145.99 $399,738 - $432,568	-2,963 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$130.07 - $147.8 $385,397 - $437,931	2,963 New	2,963 $424,000

Others Institutions Holding TLT

# of Institutions

1,295

Shares Held

402M

Call Options Held

120M

Put Options Held

93.7M

Bank Of America Corp Charlotte, NC

59.8M
Shares

$5.62 Billion
0.49% of portfolio
Morgan Stanley New York, NY

43.5M
Shares

$4.08 Billion
0.31% of portfolio
Rafferty Asset Management, LLC New York, NY

39.9M
Shares

$3.75 Billion
13.68% of portfolio
Northwestern Mutual Wealth Management CO

32.6M
Shares

$3.06 Billion
2.96% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.56 Billion
0.04% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

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