Parkside Advisors LLC Ishares Barclays 20+ Year Trea Transaction History

Parkside Advisors LLC

$391 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 13, 2022	SELL	$128.66 - $144.3 $185,527 - $208,080	-1,442 Closed	0 $0
Q3 2021 Oct 13, 2021	BUY	$144.09 - $151.79 $207,777 - $218,881	1,442 New	1,442 $208,000

Others Institutions Holding TLT

# of Institutions

1,270

Shares Held

401M

Call Options Held

120M

Put Options Held

93.8M

Bank Of America Corp Charlotte, NC

59.8M
Shares

$5.84 Billion
0.49% of portfolio
Morgan Stanley New York, NY

43.5M
Shares

$4.25 Billion
0.31% of portfolio
Rafferty Asset Management, LLC New York, NY

39.9M
Shares

$3.9 Billion
13.68% of portfolio
Northwestern Mutual Wealth Management CO

32.6M
Shares

$3.19 Billion
2.96% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.62 Billion
0.04% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Parkside Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Parkside Advisors LLC with notifications on news.