Sky Oak Wealth, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Sky Oak Wealth, LLC

$454 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 03, 2020	SELL	$164.87 - $172.33 $287,863 - $300,888	-1,746 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$161.53 - $170.16 $282,031 - $297,099	1,746 New	1,746 $292,000

Others Institutions Holding TLH

# of Institutions

582

Shares Held

89.3M

Call Options Held

74K

Put Options Held

23.7K

Envestnet Asset Management Inc

14.3M
Shares

$1.47 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

9.65M
Shares

$991 Million
0.08% of portfolio
Forum Financial Management, LP Lombard, IL

7.65M
Shares

$786 Million
15.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$550 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.29M
Shares

$338 Million
0.08% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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