Regimen Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

Regimen Wealth, LLC

$311 Billion
Q1 2025

A detailed history of Regimen Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Regimen Wealth, LLC holds 8,030 shares of TLT stock, worth $694,514. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,030

Previous 8,047 0.21%

Holding current value

$694,514

Previous $701 Million 4.27%

% of portfolio

0.23%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$85.29 - $92.57 $1,449 - $1,573	-17 Reduced 0.21%	8,030 $731 Million
Q4 2024 Feb 13, 2025	SELL	$87.1 - $98.49 $118,891 - $134,438	-1,365 Reduced 14.5%	8,047 $701 Million
Q3 2024 Nov 13, 2024	BUY	$89.91 - $101.33 $5,844 - $6,586	65 Added 0.7%	9,412 $923 Million
Q2 2024 Aug 14, 2024	SELL	$87.78 - $94.67 $51,439 - $55,476	-586 Reduced 5.9%	9,347 $858 Million
Q1 2024 May 14, 2024	BUY	$92.18 - $98.72 $2,120 - $2,270	23 Added 0.23%	9,933 $940 Million
Q4 2023 Feb 13, 2024	BUY	$82.77 - $100.51 $28,803 - $34,977	348 Added 3.64%	9,910 $980 Million
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $845,376 - $984,407	9,562 New	9,562 $848 Million

Others Institutions Holding TLT

# of Institutions

1,426

Shares Held

456M

Call Options Held

179M

Put Options Held

130M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Regimen Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History