A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 5,003 shares of TLT stock, worth $463,477. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,003
Previous 5,511 9.22%
Holding current value
$463,477
Previous $544,000 13.05%
% of portfolio
0.13%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$92.18 - $98.72 $46,827 - $50,149
-508 Reduced 9.22%
5,003 $473,000
Q4 2023

Feb 06, 2024

BUY
$82.77 - $100.51 $55,124 - $66,939
666 Added 13.75%
5,511 $544,000
Q3 2023

Nov 03, 2023

BUY
$88.41 - $102.95 $428,346 - $498,792
4,845 New
4,845 $429,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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