Pinnacle Wealth Planning Services, Inc. Ishares Barclays 20+ Year Trea Transaction History

Pinnacle Wealth Planning Services, Inc.

$748 Million
Q2 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 3,917 shares of TLT stock, worth $349,592. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,917

Previous 7,459 47.49%

Holding current value

$349,592

Previous $678,000 49.12%

% of portfolio

0.05%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$83.97 - $92.85 $297,421 - $328,874	-3,542 Reduced 47.49%	3,917 $345,000
Q1 2025 May 15, 2025	BUY	$85.29 - $92.57 $21,407 - $23,235	251 Added 3.48%	7,459 $678,000
Q4 2024 Feb 06, 2025	BUY	$87.1 - $98.49 $627,816 - $709,915	7,208 New	7,208 $629,000
Q1 2021 Apr 29, 2021	SELL	$133.92 - $157.54 $669 - $787	-5 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$155.16 - $163.36 $775 - $816	5 New	5 $1,000

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
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Pinnacle Wealth Planning Services, Inc. Ishares Barclays 20+ Year Trea Transaction History