Tennessee Valley Asset Management Partners Ishares Barclays 10 20 Yr Trea Transaction History

Tennessee Valley Asset Management Partners

$394 Million
Q2 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$93.11 - $109.52 $10,242 - $12,047	110 New	110 $11,000

Others Institutions Holding TLH

# of Institutions

609

Shares Held

104M

Call Options Held

59.2K

Put Options Held

14.7K

Envestnet Asset Management Inc

19.2M
Shares

$1.94 Billion
0.6% of portfolio
Bank Of America Corp Charlotte, NC

9.8M
Shares

$989 Million
0.07% of portfolio
Forum Financial Management, LP Lombard, IL

7.88M
Shares

$796 Million
13.9% of portfolio
Lpl Financial LLC Fort Mill, SC

7.09M
Shares

$716 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

3.49M
Shares

$352 Million
0.08% of portfolio

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About ISHARES BARCLAYS 10-20 YR TREA

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