Robertson Stephens Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Robertson Stephens Wealth Management, LLC

$3.07 Billion
Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 20,581 shares of TLH stock, worth $2.16 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

20,581

Previous 16,264 26.54%

Holding current value

$2.16 Million

Previous $1.69 Million 23.95%

% of portfolio

0.07%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$97.29 - $105.63 $420,000 - $456,004	4,317 Added 26.54%	20,581 $2.09 Million
Q1 2025 Apr 17, 2025	BUY	$97.25 - $104.79 $821,081 - $884,741	8,443 Added 107.95%	16,264 $1.69 Million
Q4 2024 Jan 27, 2025	BUY	$99.04 - $109.59 $1,782 - $1,972	18 Added 0.23%	7,821 $778,000
Q3 2024 Nov 12, 2024	SELL	$100.75 - $111.62 $21,056 - $23,328	-209 Reduced 2.61%	7,803 $853,000
Q2 2024 Aug 13, 2024	BUY	$98.66 - $105.11 $475,541 - $506,630	4,820 Added 151.0%	8,012 $822,000
Q1 2024 May 15, 2024	BUY	$102.54 - $108.16 $12,817 - $13,520	125 Added 4.08%	3,192 $335,000
Q4 2023 Feb 06, 2024	SELL	$93.11 - $109.52 $95,158 - $111,929	-1,022 Reduced 24.99%	3,067 $332,000
Q3 2023 Nov 13, 2023	SELL	$98.33 - $111.05 $395,089 - $446,198	-4,018 Reduced 49.56%	4,089 $402,000
Q2 2023 Aug 11, 2023	SELL	$108.81 - $116.4 $85,415 - $91,374	-785 Reduced 8.83%	8,107 $898,000
Q1 2023 May 11, 2023	BUY	$106.93 - $116.34 $14,756 - $16,054	138 Added 1.58%	8,892 $1.02 Million
Q4 2022 Feb 14, 2023	BUY	$101.35 - $115.41 $657,153 - $748,318	6,484 Added 285.64%	8,754 $947,000
Q3 2022 Nov 14, 2022	SELL	$107.15 - $125.14 $327,343 - $382,302	-3,055 Reduced 57.37%	2,270 $247,000
Q2 2022 Aug 12, 2022	BUY	$114.64 - $134.55 $610,458 - $716,478	5,325 New	5,325 $639,000
Q1 2022 May 16, 2022	SELL	$131.9 - $145.68 $204,708 - $226,095	-1,552 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$144.34 - $152.13 $224,015 - $236,105	1,552 New	1,552 $230,000

Others Institutions Holding TLH

# of Institutions

634

Shares Held

105M

Call Options Held

59.2K

Put Options Held

14.7K

View Full List

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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Robertson Stephens Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History