Refined Wealth Management Ishares Barclays 20+ Year Trea Transaction History

Refined Wealth Management

$122 Million
Q1 2025

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 56,930 shares of TLT stock, worth $5.14 Million. This represents 4.23% of its overall portfolio holdings.

Number of Shares

56,930

Previous 85,837 33.68%

Holding current value

$5.14 Million

Previous $7.5 Million 30.87%

% of portfolio

4.23%

Previous 5.69%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$85.29 - $92.57 $2.47 Million - $2.68 Million	-28,907 Reduced 33.68%	56,930 $5.18 Million
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

1,418

Shares Held

399M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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Refined Wealth Management Ishares Barclays 20+ Year Trea Transaction History