New Edge Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

New Edge Wealth, LLC

$5.97 Billion
Q2 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, New Edge Wealth, LLC holds 10,623 shares of TLT stock, worth $948,102. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,623

Previous 15,250 30.34%

Holding current value

$948,102

Previous $1.39 Million 32.49%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$83.97 - $92.85 $388,529 - $429,616	-4,627 Reduced 30.34%	10,623 $937,000
Q1 2025 May 09, 2025	SELL	$85.29 - $92.57 $3.28 Million - $3.55 Million	-38,400 Reduced 71.58%	15,250 $1.39 Million
Q4 2024 Feb 04, 2025	BUY	$87.1 - $98.49 $115,668 - $130,794	1,328 Added 2.54%	53,650 $4.69 Million
Q3 2024 Nov 12, 2024	BUY	$89.91 - $101.33 $1.9 Million - $2.14 Million	21,165 Added 67.93%	52,322 $5.13 Million
Q2 2024 Aug 01, 2024	SELL	$87.78 - $94.67 $292,570 - $315,535	-3,333 Reduced 9.66%	31,157 $2.86 Million
Q1 2024 May 06, 2024	BUY	$92.18 - $98.72 $3.18 Million - $3.4 Million	34,490 New	34,490 $3.26 Million
Q3 2023 Nov 08, 2023	BUY	$88.41 - $102.95 $1.53 Million - $1.78 Million	17,260 New	17,260 $1.53 Million

Others Institutions Holding TLT

# of Institutions

1,380

Shares Held

401M

Call Options Held

169M

Put Options Held

151M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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New Edge Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History