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

Portside Wealth Group, LLC

  • $744 Billion
  • Q4 2025

A detailed history of Portside Wealth Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Portside Wealth Group, LLC holds 6,936 shares of TLT stock, worth $616,402. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,936
Previous 7,546 8.08%
Holding current value
$616,402
Previous $674 Million 10.36%
% of portfolio
0.08%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$88.67 - $92.06 $54,088 - $56,156
-610 Reduced 8.08%
6,936 $605 Million
Q3 2025

Nov 05, 2025
BUY
$85.01 - $90.35 $641,485 - $681,781
7,546 New
7,546 $674 Million
Q1 2025

Apr 14, 2025
BUY
$85.29 - $92.57 $544,320 - $590,781
6,382 New
6,382 $581 Million
Q4 2024

Jan 15, 2025
SELL
$87.1 - $98.49 $17,507 - $19,796
-201 Reduced 1.11%
17,858 $1.75 Billion
Q3 2024

Oct 31, 2024
BUY
$89.91 - $101.33 $1.62 Million - $1.83 Million
18,059 New
18,059 $1.77 Billion
Q1 2024

Apr 17, 2024
SELL
$92.18 - $98.72 $2.64 Million - $2.83 Million
-28,673 Reduced 69.44%
12,617 $1.19 Billion
Q4 2023

Jan 16, 2024
BUY
$82.77 - $100.51 $3.42 Million - $4.15 Million
41,290 New
41,290 $4.08 Billion
Q2 2023

Sep 01, 2023
SELL
$100.28 - $108.53 $198 Million - $214 Million
-1,975,299 Reduced 97.38%
53,065 $5.46 Billion
Q2 2023

Aug 01, 2023
BUY
$100.28 - $108.53 $203 Million - $220 Million
2,028,364 New
2,028,364 $209 Million

Others Institutions Holding TLT

# of Institutions
1,407
Shares Held
432M
Call Options Held
157M
Put Options Held
157M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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