Lifeworks Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Lifeworks Advisors, LLC

$638 Million
Q2 2025

A detailed history of Lifeworks Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 10,228 shares of TLT stock, worth $912,849. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,228

Previous 13,711 25.4%

Holding current value

$912,849

Previous $1.25 Million 27.72%

% of portfolio

0.14%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$83.97 - $92.85 $292,467 - $323,396	-3,483 Reduced 25.4%	10,228 $902,000
Q1 2025 May 06, 2025	SELL	$85.29 - $92.57 $460,651 - $499,970	-5,401 Reduced 28.26%	13,711 $1.25 Million
Q4 2024 Feb 07, 2025	BUY	$87.1 - $98.49 $392,995 - $444,386	4,512 Added 30.9%	19,112 $1.67 Million
Q3 2024 Nov 06, 2024	BUY	$89.91 - $101.33 $682,866 - $769,601	7,595 Added 108.42%	14,600 $1.43 Million
Q2 2024 Aug 13, 2024	SELL	$87.78 - $94.67 $221,556 - $238,947	-2,524 Reduced 26.49%	7,005 $642,000
Q1 2024 May 10, 2024	BUY	$92.18 - $98.72 $362,083 - $387,772	3,928 Added 70.13%	9,529 $901,000
Q4 2023 Feb 12, 2024	BUY	$82.77 - $100.51 $463,594 - $562,956	5,601 New	5,601 $553,000

Others Institutions Holding TLT

# of Institutions

1,380

Shares Held

401M

Call Options Held

169M

Put Options Held

151M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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