Tru Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Tru Wealth Advisors, LLC

$1.8 Billion
Q3 2025

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 2,332 shares of TLT stock, worth $207,244. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,332

Previous 4,410 47.12%

Holding current value

$207,244

Previous $389,000 46.53%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	SELL	$85.01 - $90.35 $176,650 - $187,747	-2,078 Reduced 47.12%	2,332 $208,000
Q2 2025 Jul 07, 2025	BUY	$83.97 - $92.85 $136,787 - $151,252	1,629 Added 58.58%	4,410 $389,000
Q1 2025 Apr 10, 2025	SELL	$85.29 - $92.57 $140,728 - $152,740	-1,650 Reduced 37.24%	2,781 $250,000
Q4 2024 Jan 15, 2025	BUY	$87.1 - $98.49 $385,940 - $436,409	4,431 New	4,431 $386,000
Q2 2024 Jul 16, 2024	SELL	$87.78 - $94.67 $436,354 - $470,604	-4,971 Reduced 47.78%	5,433 $498,000

Q1 2024 Apr 15, 2024	BUY	$92.18 - $98.72 $323,275 - $346,211	3,507 Added 50.85%	10,404 $984,000
Q4 2023 Jan 10, 2024	BUY	$82.77 - $100.51 $570,864 - $693,217	6,897 New	6,897 $681,000
Q2 2023 Aug 04, 2023	BUY	$100.28 - $108.53 $450,457 - $487,516	4,492 New	4,492 $462,000
Q2 2022 Jul 22, 2022	BUY	$108.81 - $132.38 $252,656 - $307,386	2,322 New	2,322 $267,000

Others Institutions Holding TLT

# of Institutions

1,402

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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Tru Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History