Marshall & Sterling Wealth Advisors Inc. Ishares Barclays 20+ Year Trea Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 6,277 shares of TLT stock, worth $533,607. This represents 0.39% of its overall portfolio holdings.

Number of Shares
6,277
Previous 14,375 56.33%
Holding current value
$533,607
Previous $1.26 Billion 54.48%
% of portfolio
0.39%
Previous 0.87%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$85.29 - $92.57 $690,678 - $749,631
-8,098 Reduced 56.33%
6,277 $571 Million
Q4 2024

Feb 14, 2025
BUY
$87.1 - $98.49 $1.25 Million - $1.42 Million
14,375 New
14,375 $1.26 Billion

Others Institutions Holding TLT

# of Institutions
1,425
Shares Held
456M
Call Options Held
179M
Put Options Held
130M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email