Triad Wealth Partners, LLC Ishares Barclays 20+ Year Trea Transaction History

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 6,614 shares of TLT stock, worth $587,786. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,614

Previous 4,422 49.57%

Holding current value

$587,786

Previous $390 Million 51.47%

% of portfolio

0.08%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$85.01 - $90.35 $186,341 - $198,047	2,192 Added 49.57%	6,614 $591 Million
Q2 2025 Jul 21, 2025	BUY	$83.97 - $92.85 $177,176 - $195,913	2,110 Added 91.26%	4,422 $390 Million
Q1 2025 May 14, 2025	SELL	$85.29 - $92.57 $2.61 Million - $2.84 Million	-30,652 Reduced 92.99%	2,312 $210 Million
Q4 2024 Feb 06, 2025	BUY	$87.1 - $98.49 $1.8 Million - $2.04 Million	20,696 Added 168.7%	32,964 $2.88 Billion
Q3 2024 Oct 21, 2024	BUY	$89.91 - $101.33 $1.09 Million - $1.23 Million	12,168 Added 12168.0%	12,268 $1.2 Billion

Q2 2024 Jul 18, 2024	BUY	$87.78 - $94.67 $8,778 - $9,467	100 New	100 $9.2 Million

Others Institutions Holding TLT

# of Institutions

1,403

Shares Held

432M

Call Options Held

157M

Put Options Held

157M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Triad Wealth Partners, LLC Ishares Barclays 20+ Year Trea Transaction History