Simplicity Wealth,Llc Ishares Barclays 20+ Year Trea Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Simplicity Wealth,Llc holds 161,760 shares of TLT stock, worth $14.1 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

161,760

Previous 12,746 1169.1%

Holding current value

$14.1 Million

Previous $1.15 Million 1143.47%

% of portfolio

0.63%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$83.97 - $92.85 $12.5 Million - $13.8 Million	149,014 Added 1169.1%	161,760 $14.3 Million
Q1 2025 Apr 14, 2025	BUY	$85.29 - $92.57 $1.09 Million - $1.18 Million	12,746 New	12,746 $1.15 Million
Q3 2024 Oct 09, 2024	SELL	$89.91 - $101.33 $943,515 - $1.06 Million	-10,494 Reduced 32.05%	22,248 $2.18 Million
Q2 2024 Jul 10, 2024	BUY	$87.78 - $94.67 $537,564 - $579,759	6,124 Added 23.01%	32,742 $3.01 Million
Q1 2024 Apr 24, 2024	SELL	$92.18 - $98.72 $75,956 - $81,345	-824 Reduced 3.0%	26,618 $2.52 Million
Q4 2023 Jan 29, 2024	BUY	$82.77 - $100.51 $962,201 - $1.17 Million	11,625 Added 73.5%	27,442 $2.71 Million
Q3 2023 Oct 19, 2023	BUY	$88.41 - $102.95 $1.4 Million - $1.63 Million	15,817 New	15,817 $1.4 Million

Others Institutions Holding TLT

# of Institutions

1,392

Shares Held

451M

Call Options Held

179M

Put Options Held

130M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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Simplicity Wealth,Llc Ishares Barclays 20+ Year Trea Transaction History