Stonehaven Wealth & Tax Solutions, LLC Ishares Barclays 20+ Year Trea Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $94.7 Billion
  • Q1 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 27,850 shares of TLT stock, worth $2.43 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
27,850
Previous 16,593 67.84%
Holding current value
$2.43 Million
Previous $1.45 Billion 74.95%
% of portfolio
2.68%
Previous 1.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$85.29 - $92.57 $960,109 - $1.04 Million
11,257 Added 67.84%
27,850 $2.54 Billion
Q4 2024

Feb 13, 2025
BUY
$87.1 - $98.49 $1.45 Million - $1.63 Million
16,593 New
16,593 $1.45 Billion

Others Institutions Holding TLT

# of Institutions
1,426
Shares Held
456M
Call Options Held
179M
Put Options Held
130M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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