Modern Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Modern Wealth Management, LLC holds 82,668 shares of TLH stock, worth $8.24 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

82,668

Previous 82,571 0.12%

Holding current value

$8.24 Million

Previous $8.57 Billion 99.9%

% of portfolio

0.28%

Previous 0.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 30, 2025	BUY	$97.25 - $104.79 $9,433 - $10,164	97 Added 0.12%	82,668 $8.58 Million
Q1 2025 May 15, 2025	BUY	$97.25 - $104.79 $3.66 Million - $3.95 Million	37,648 Added 83.81%	82,571 $8.57 Billion
Q4 2024 May 30, 2025	SELL	$99.04 - $109.59 $2.32 Million - $2.56 Million	-23,384 Reduced 28.32%	59,187 $5.89 Million
Q4 2024 May 29, 2025	SELL	$99.04 - $109.59 $2.32 Million - $2.56 Million	-23,384 Reduced 28.32%	59,187 $5.89 Million
Q4 2024 Feb 11, 2025	BUY	$99.04 - $109.59 $4.45 Million - $4.92 Million	44,923 New	44,923 $4.55 Billion

Others Institutions Holding TLH

# of Institutions

583

Shares Held

89.3M

Call Options Held

74K

Put Options Held

23.7K

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About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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Modern Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History