Peninsula Wealth, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Peninsula Wealth, LLC

  • $581 Million
  • Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Peninsula Wealth, LLC holds 10,005 shares of TLH stock, worth $1.04 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,005
Previous 12,642 20.86%
Holding current value
$1.04 Million
Previous $1.38 Million 28.0%
% of portfolio
0.17%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$99.04 - $109.59 $261,168 - $288,988
-2,637 Reduced 20.86%
10,005 $995,000
Q3 2024

Nov 14, 2024
BUY
$100.75 - $111.62 $85,738 - $94,988
851 Added 7.22%
12,642 $1.38 Million
Q2 2024

Aug 13, 2024
BUY
$98.66 - $105.11 $309,200 - $329,414
3,134 Added 36.2%
11,791 $1.21 Million
Q1 2024

May 30, 2024
BUY
$102.54 - $108.16 $887,688 - $936,341
8,657 New
8,657 $909,000
Q4 2023

Feb 14, 2024
BUY
$93.11 - $109.52 $725,047 - $852,832
7,787 New
7,787 $843,000

Others Institutions Holding TLH

# of Institutions
527
Shares Held
68.1M
Call Options Held
50K
Put Options Held
36K
View Full List

About ISHARES BARCLAYS 10-20 YR TREA

TLH Quotes by TradingView
  • Ticker TLH
  • Sector ETFs
  • Industry ETFs
More about TLH
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