Mount Yale Investment Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 6,712 shares of TLT stock, worth $587,367. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,712

Previous 7,394 9.22%

Holding current value

$587,367

Previous $725,000 19.17%

% of portfolio

0.05%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$87.1 - $98.49 $59,402 - $67,170	-682 Reduced 9.22%	6,712 $586,000
Q3 2024 Oct 23, 2024	SELL	$89.91 - $101.33 $219,560 - $247,447	-2,442 Reduced 24.83%	7,394 $725,000
Q2 2024 Aug 13, 2024	BUY	$87.78 - $94.67 $43,099 - $46,482	491 Added 5.25%	9,836 $902,000
Q1 2024 May 15, 2024	SELL	$92.18 - $98.72 $215,148 - $230,412	-2,334 Reduced 19.98%	9,345 $884,000
Q4 2023 Feb 12, 2024	BUY	$82.77 - $100.51 $71,844 - $87,242	868 Added 8.03%	11,679 $1.15 Million
Q3 2023 Oct 11, 2023	BUY	$88.41 - $102.95 $955,800 - $1.11 Million	10,811 New	10,811 $958,000

Others Institutions Holding TLT

# of Institutions

1,352

Shares Held

477M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Mount Yale Investment Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History