Morling Financial Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Morling Financial Advisors, LLC

  • $260 Million
  • Q2 2025

A detailed history of Morling Financial Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,036 shares of TLT stock, worth $90,432. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,036
Previous 1,024 1.17%
Holding current value
$90,432
Previous $93,000 2.15%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$83.97 - $92.85 $1,007 - $1,114
12 Added 1.17%
1,036 $91,000
Q1 2025

May 06, 2025
BUY
$85.29 - $92.57 $597 - $647
7 Added 0.69%
1,024 $93,000
Q4 2024

Feb 07, 2025
BUY
$87.1 - $98.49 $1,219 - $1,378
14 Added 1.4%
1,017 $88,000
Q3 2024

Oct 18, 2024
BUY
$89.91 - $101.33 $90,179 - $101,633
1,003 New
1,003 $98,000

Others Institutions Holding TLT

# of Institutions
1,372
Shares Held
401M
Call Options Held
169M
Put Options Held
151M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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