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

Modern Wealth Management, LLC

$3.78 Billion
Q2 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 216,949 shares of TLH stock, worth $22.7 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

216,949

Previous 82,668 162.43%

Holding current value

$22.7 Million

Previous $8.58 Million 157.02%

% of portfolio

0.58%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$97.29 - $105.63 $13.1 Million - $14.2 Million	134,281 Added 162.43%	216,949 $22 Million
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

634

Shares Held

105M

Call Options Held

59.2K

Put Options Held

14.7K

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About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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Industry ETFs

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