A detailed history of Savvy Advisors, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Savvy Advisors, Inc. holds 9,805 shares of TLT stock, worth $871,370. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,805
Previous 11,152 12.08%
Holding current value
$871,370
Previous $984,000 10.98%
% of portfolio
0.04%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$85.01 - $90.35 $114,508 - $121,701
-1,347 Reduced 12.08%
9,805 $876,000
Q2 2025

Aug 04, 2025

SELL
$83.97 - $92.85 $426,063 - $471,120
-5,074 Reduced 31.27%
11,152 $984,000
Q1 2025

May 12, 2025

BUY
$85.29 - $92.57 $583,468 - $633,271
6,841 Added 72.89%
16,226 $1.48 Million
Q4 2024

Feb 13, 2025

BUY
$87.1 - $98.49 $817,433 - $924,328
9,385 New
9,385 $819,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Savvy Advisors, Inc. Portfolio

Follow Savvy Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.