Summit Financial Consulting LLC Ishares Barclays 20+ Year Trea Transaction History

Summit Financial Consulting LLC

  • $138 Billion
  • Q4 2025

A detailed history of Summit Financial Consulting LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Summit Financial Consulting LLC holds 12,067 shares of TLT stock, worth $1.07 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
12,067
Previous 12,950 6.82%
Holding current value
$1.07 Million
Previous $1.16 Billion 9.12%
% of portfolio
0.76%
Previous 0.92%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$88.67 - $92.06 $78,295 - $81,288
-883 Reduced 6.82%
12,067 $1.05 Billion
Q3 2025

Oct 14, 2025
SELL
$85.01 - $90.35 $4,760 - $5,059
-56 Reduced 0.43%
12,950 $1.16 Billion
Q2 2025

Jul 09, 2025
BUY
$83.97 - $92.85 $27,878 - $30,826
332 Added 2.62%
13,006 $1.15 Billion
Q1 2025

Apr 29, 2025
BUY
$85.29 - $92.57 $1.08 Million - $1.17 Million
12,674 New
12,674 $1.15 Billion

Others Institutions Holding TLT

# of Institutions
1,407
Shares Held
432M
Call Options Held
157M
Put Options Held
157M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
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