My Wealth Management Inc. Ishares Barclays 20+ Year Trea Transaction History

My Wealth Management Inc.

$104 Million
Q2 2025

A detailed history of My Wealth Management Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, My Wealth Management Inc. holds 6,883 shares of TLT stock, worth $615,202. This represents 0.58% of its overall portfolio holdings.

Number of Shares

6,883

Previous 171,721 95.99%

Holding current value

$615,202

Previous $15.6 Million 96.12%

% of portfolio

0.58%

Previous 15.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$83.97 - $92.85 $13.8 Million - $15.3 Million	-164,838 Reduced 95.99%	6,883 $607,000
Q1 2025 May 06, 2025	BUY	$85.29 - $92.57 $2.1 Million - $2.28 Million	24,670 Added 16.78%	171,721 $15.6 Million
Q4 2024 Feb 07, 2025	SELL	$87.1 - $98.49 $3.34 Million - $3.78 Million	-38,376 Reduced 20.7%	147,051 $12.8 Million
Q3 2024 Nov 07, 2024	BUY	$89.91 - $101.33 $500,618 - $564,205	5,568 Added 3.1%	185,427 $18.2 Million
Q2 2024 Aug 07, 2024	BUY	$87.78 - $94.67 $161,602 - $174,287	1,841 Added 1.03%	179,859 $16.5 Million
Q1 2024 May 13, 2024	SELL	$92.18 - $98.72 $855,061 - $915,726	-9,276 Reduced 4.95%	178,018 $16.8 Million
Q4 2023 Feb 08, 2024	BUY	$82.77 - $100.51 $7.63 Million - $9.26 Million	92,134 Added 96.82%	187,294 $18.5 Million
Q3 2023 Nov 14, 2023	BUY	$88.41 - $102.95 $707 - $823	8 Added 0.01%	95,160 $8.44 Million
Q2 2023 Jul 31, 2023	BUY	$100.28 - $108.53 $508,620 - $550,464	5,072 Added 5.63%	95,152 $9.79 Million
Q1 2023 Apr 27, 2023	BUY	$99.48 - $108.63 $8.96 Million - $9.79 Million	90,080 New	90,080 $9.58 Million
Q3 2022 Nov 09, 2022	BUY	$100.95 - $120.04 $2.1 Million - $2.5 Million	20,820 Added 66.3%	52,221 $5.35 Million
Q2 2022 Aug 01, 2022	SELL	$108.81 - $132.38 $15,233 - $18,533	-140 Reduced 0.44%	31,401 $3.61 Million
Q1 2022 May 04, 2022	BUY	$128.66 - $144.3 $4.06 Million - $4.55 Million	31,541 New	31,541 $4.17 Million

Others Institutions Holding TLT

# of Institutions

1,378

Shares Held

401M

Call Options Held

169M

Put Options Held

151M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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My Wealth Management Inc. Ishares Barclays 20+ Year Trea Transaction History