Refined Wealth Management Ishares Barclays 20+ Year Trea Transaction History

Refined Wealth Management

$132 Million
Q4 2024

A detailed history of Refined Wealth Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Refined Wealth Management holds 85,837 shares of TLT stock, worth $7.74 Million. This represents 5.69% of its overall portfolio holdings.

Number of Shares

85,837

Previous 86,088 0.29%

Holding current value

$7.74 Million

Previous $8.45 Million 11.24%

% of portfolio

5.69%

Previous 6.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$87.1 - $98.49 $21,862 - $24,720	-251 Reduced 0.29%	85,837 $7.5 Million
Q3 2024 Oct 18, 2024	BUY	$89.91 - $101.33 $126,413 - $142,469	1,406 Added 1.66%	86,088 $8.45 Million
Q2 2024 Jul 18, 2024	BUY	$87.78 - $94.67 $91,027 - $98,172	1,037 Added 1.24%	84,682 $7.77 Million
Q1 2024 Apr 18, 2024	BUY	$92.18 - $98.72 $425,502 - $455,691	4,616 Added 5.84%	83,645 $7.91 Million
Q4 2023 Jan 22, 2024	BUY	$82.77 - $100.51 $152,048 - $184,636	1,837 Added 2.38%	79,029 $7.81 Million
Q3 2023 Oct 16, 2023	BUY	$88.41 - $102.95 $25,020 - $29,134	283 Added 0.37%	77,192 $6.85 Million
Q2 2023 Jul 17, 2023	BUY	$100.28 - $108.53 $84,034 - $90,948	838 Added 1.1%	76,909 $7.92 Million
Q1 2023 Apr 17, 2023	BUY	$99.48 - $108.63 $7.57 Million - $8.26 Million	76,071 New	76,071 $8.09 Million

Others Institutions Holding TLT

# of Institutions

1,436

Shares Held

410M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Refined Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Refined Wealth Management with notifications on news.

Account

Refined Wealth Management Ishares Barclays 20+ Year Trea Transaction History