Sugarloaf Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 192 shares of TLT stock, worth $17,139. This represents 0.0% of its overall portfolio holdings.

Number of Shares

192

Previous 170 12.94%

Holding current value

$17,139

Previous $16,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$87.1 - $98.49 $1,916 - $2,166	22 Added 12.94%	192 $16,000
Q3 2024 Oct 08, 2024	SELL	$89.91 - $101.33 $4,495 - $5,066	-50 Reduced 22.73%	170 $16,000
Q2 2024 Jul 08, 2024	SELL	$87.78 - $94.67 $175 - $189	-2 Reduced 0.9%	220 $20,000
Q1 2024 Apr 23, 2024	BUY	$92.18 - $98.72 $20,463 - $21,915	222 New	222 $21,000
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $0 - $0	0 New	0 $0
Q4 2022 Feb 03, 2023	BUY	$92.4 - $109.47 $21,159 - $25,068	229 Added 19.46%	1,406 $139,000
Q3 2022 Oct 11, 2022	BUY	$100.95 - $120.04 $25,843 - $30,730	256 Added 27.8%	1,177 $121,000
Q2 2022 Jul 12, 2022	BUY	$108.81 - $132.38 $100,214 - $121,921	921 New	921 $106,000
Q1 2021 Apr 19, 2021	SELL	$133.92 - $157.54 $99,368 - $116,894	-742 Closed	0 $0
Q4 2020 Feb 03, 2021	BUY	$155.16 - $163.36 $37,238 - $39,206	240 Added 47.81%	742 $117,000
Q3 2020 Nov 03, 2020	SELL	$161.12 - $171.57 $361,392 - $384,831	-2,243 Reduced 81.71%	502 $139,000
Q2 2020 Jul 21, 2020	BUY	$156.11 - $171.29 $428,365 - $470,019	2,744 Added 274400.0%	2,745 $456,000
Q1 2020 Apr 15, 2020	SELL	$136.74 - $171.29 $448,780 - $562,173	-3,282 Reduced 99.97%	1 $0
Q4 2019 Jan 29, 2020	BUY	$134.91 - $145.99 $442,909 - $479,285	3,283 New	3,283 $445,000

Others Institutions Holding TLT

# of Institutions

1,373

Shares Held

467M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Sugarloaf Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History