Moulton Wealth Management, Inc Ishares Barclays 20+ Year Trea Transaction History

Moulton Wealth Management, Inc

$95.4 Million
Q1 2024

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 8,814 shares of TLT stock, worth $808,948. This represents 0.87% of its overall portfolio holdings.

Number of Shares

8,814

Previous 55,021 83.98%

Holding current value

$808,948

Previous $5.44 Million 84.69%

% of portfolio

0.87%

Previous 6.97%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$92.18 - $98.72 $4.26 Million - $4.56 Million	-46,207 Reduced 83.98%	8,814 $833,000
Q4 2023 Jan 10, 2024	BUY	$82.77 - $100.51 $3.91 Million - $4.74 Million	47,187 Added 602.34%	55,021 $5.44 Million
Q3 2023 Oct 11, 2023	SELL	$88.41 - $102.95 $276,369 - $321,821	-3,126 Reduced 28.52%	7,834 $694,000
Q2 2023 Jul 13, 2023	SELL	$100.28 - $108.53 $26,975 - $29,194	-269 Reduced 2.4%	10,960 $1.13 Million
Q1 2023 Apr 13, 2023	BUY	$99.48 - $108.63 $2,884 - $3,150	29 Added 0.26%	11,229 $1.19 Million

Q4 2022 Jan 11, 2023	SELL	$93.98 - $109.47 $1.04 Million - $1.22 Million	-11,114 Reduced 49.81%	11,200 $0
Q3 2022 Oct 14, 2022	SELL	$105.27 - $120.04 $14 Million - $16 Million	-132,956 Reduced 85.63%	22,314 $2.29 Million
Q1 2022 Apr 19, 2022	BUY	$128.66 - $144.3 $8.34 Million - $9.35 Million	64,794 Added 71.61%	155,270 $20.6 Million
Q4 2021 Jan 12, 2022	BUY	$141.52 - $154.35 $4.58 Million - $4.99 Million	32,335 Added 55.61%	90,476 $13 Million
Q3 2021 Oct 12, 2021	BUY	$144.09 - $151.79 $8.38 Million - $8.83 Million	58,141 New	58,141 $8.45 Million
Q1 2021 Apr 08, 2021	SELL	$133.92 - $157.54 $2.11 Million - $2.48 Million	-15,726 Closed	0 $0
Q4 2020 Jan 12, 2021	SELL	$155.16 - $163.36 $6.77 Million - $7.12 Million	-43,614 Reduced 73.5%	15,726 $2.38 Million
Q3 2020 Oct 14, 2020	BUY	$161.12 - $171.57 $1.77 Million - $1.88 Million	10,955 Added 22.64%	59,340 $9.53 Million
Q2 2020 Jul 08, 2020	BUY	$156.11 - $171.29 $2.15 Million - $2.36 Million	13,770 Added 39.78%	48,385 $7.92 Million
Q1 2020 Apr 13, 2020	SELL	$136.74 - $171.29 $3.28 Million - $4.1 Million	-23,956 Reduced 40.9%	34,615 $5.73 Million
Q4 2019 Jan 08, 2020	BUY	$134.91 - $145.99 $7.9 Million - $8.55 Million	58,571 New	58,571 $8.15 Million

Others Institutions Holding TLT

# of Institutions

1,271

Shares Held

365M

Call Options Held

105M

Put Options Held

74.3M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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Moulton Wealth Management, Inc Ishares Barclays 20+ Year Trea Transaction History