Mosley Wealth Management Ishares Barclays 20+ Year Trea Transaction History

Mosley Wealth Management

$161 Billion
Q4 2024

A detailed history of Mosley Wealth Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Mosley Wealth Management holds 9,118 shares of TLT stock, worth $813,781. This represents 0.5% of its overall portfolio holdings.

Number of Shares

9,118

Previous 7,475 21.98%

Holding current value

$813,781

Previous $689 Million 16.39%

% of portfolio

0.5%

Previous 0.47%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$87.1 - $98.49 $143,105 - $161,819	1,643 Added 21.98%	9,118 $802 Million
Q3 2024 Nov 12, 2024	BUY	$89.91 - $101.33 $9,260 - $10,436	103 Added 1.4%	7,475 $689 Million
Q2 2024 Aug 06, 2024	BUY	$87.78 - $94.67 $30,723 - $33,134	350 Added 4.98%	7,372 $677 Million
Q1 2024 Apr 15, 2024	SELL	$92.18 - $98.72 $419,972 - $449,768	-4,556 Reduced 39.35%	7,022 $664 Million
Q4 2023 Feb 14, 2024	BUY	$82.77 - $100.51 $958,311 - $1.16 Million	11,578 New	11,578 $1.14 Billion

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
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosley Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Mosley Wealth Management with notifications on news.

Account

Mosley Wealth Management Ishares Barclays 20+ Year Trea Transaction History