Spectrum Planning & Advisory Services Inc. Ishares Barclays 20+ Year Trea Transaction History

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 5,061 shares of TLT stock, worth $452,352. This represents 0.33% of its overall portfolio holdings.

Number of Shares

5,061

Previous 13,067 61.27%

Holding current value

$452,352

Previous $1.19 Million 62.49%

% of portfolio

0.33%

Previous 1.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$83.97 - $92.85 $672,263 - $743,357	-8,006 Reduced 61.27%	5,061 $446,000
Q1 2025 Apr 22, 2025	SELL	$85.29 - $92.57 $58,679 - $63,688	-688 Reduced 5.0%	13,067 $1.19 Million
Q4 2024 Jan 22, 2025	SELL	$87.1 - $98.49 $222,714 - $251,838	-2,557 Reduced 15.68%	13,755 $1.2 Million
Q3 2024 Nov 08, 2024	SELL	$89.91 - $101.33 $474,005 - $534,211	-5,272 Reduced 24.43%	16,312 $1.6 Million
Q2 2024 Jul 18, 2024	BUY	$87.78 - $94.67 $1.57 Million - $1.7 Million	17,930 Added 490.7%	21,584 $1.98 Million
Q4 2023 Jan 18, 2024	BUY	$82.77 - $100.51 $27,231 - $33,067	329 Added 9.89%	3,654 $361,000
Q3 2023 Oct 24, 2023	BUY	$88.41 - $102.95 $293,963 - $342,308	3,325 New	3,325 $294,000

Others Institutions Holding TLT

# of Institutions

1,378

Shares Held

401M

Call Options Held

169M

Put Options Held

151M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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Spectrum Planning & Advisory Services Inc. Ishares Barclays 20+ Year Trea Transaction History