My Legacy Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

My Legacy Advisors, LLC

$252 Million
Q4 2024

A detailed history of My Legacy Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, My Legacy Advisors, LLC holds 16,152 shares of TLT stock, worth $1.42 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

16,152

Previous 14,434 11.9%

Holding current value

$1.42 Million

Previous $1.42 Million 0.35%

% of portfolio

0.56%

Previous 0.57%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$87.1 - $98.49 $149,637 - $169,205	1,718 Added 11.9%	16,152 $1.41 Million
Q3 2024 Oct 21, 2024	SELL	$89.91 - $101.33 $1.02 Million - $1.15 Million	-11,368 Reduced 44.06%	14,434 $1.42 Million
Q2 2024 Jul 24, 2024	BUY	$87.78 - $94.67 $270,625 - $291,867	3,083 Added 13.57%	25,802 $2.37 Million
Q1 2024 Jul 25, 2024	SELL	$92.18 - $98.72 $250,176 - $267,926	-2,714 Reduced 10.52%	23,088 $2.18 Million
Q4 2023 Jan 12, 2024	BUY	$82.77 - $100.51 $43,619 - $52,968	527 Added 2.37%	22,719 $2.25 Million
Q3 2023 Oct 20, 2023	BUY	$88.41 - $102.95 $1.57 Million - $1.83 Million	17,770 Added 401.85%	22,192 $1.97 Million
Q2 2023 Jul 14, 2023	BUY	$100.28 - $108.53 $34,195 - $37,008	341 Added 8.36%	4,422 $455,000
Q1 2023 Apr 11, 2023	BUY	$99.48 - $108.63 $18,503 - $20,205	186 Added 4.78%	4,081 $434,000
Q4 2022 Feb 07, 2023	BUY	$92.4 - $109.47 $83,252 - $98,632	901 Added 30.09%	3,895 $387,000
Q3 2022 Oct 17, 2022	BUY	$100.95 - $120.04 $302,244 - $359,399	2,994 New	2,994 $295,000

Others Institutions Holding TLT

# of Institutions

1,368

Shares Held

466M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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My Legacy Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History