National Wealth Management Group, LLC Ishares Barclays 20+ Year Trea Transaction History

National Wealth Management Group, LLC

$152 Billion
Q1 2025

A detailed history of National Wealth Management Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,408 shares of TLT stock, worth $461,626. This represents 0.32% of its overall portfolio holdings.

Number of Shares

5,408

Holding current value

$461,626

% of portfolio

0.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$85.29 - $92.57 $461,248 - $500,618	5,408 New	5,408 $492 Million
Q1 2023 May 15, 2023	BUY	$99.48 - $108.63 $340,022 - $371,297	3,418 New	3,418 $356 Million
Q4 2022 Nov 17, 2023	SELL	$92.4 - $109.47 $29,937 - $35,468	-324 Reduced 11.15%	2,581 $257 Million
Q3 2022 Nov 17, 2023	BUY	$100.95 - $120.04 $293,259 - $348,716	2,905 New	2,905 $298 Million
Q1 2022 Nov 17, 2023	SELL	$128.66 - $144.3 $32,165 - $36,075	-250 Reduced 5.17%	4,586 $606 Million
Q4 2021 Nov 17, 2023	BUY	$141.52 - $154.35 $684,390 - $746,436	4,836 New	4,836 $717 Million

Others Institutions Holding TLT

# of Institutions

1,419

Shares Held

455M

Call Options Held

179M

Put Options Held

130M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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National Wealth Management Group, LLC Ishares Barclays 20+ Year Trea Transaction History