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 10,404 shares of TLT stock, worth $960,809. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,404
Previous 6,897 50.85%
Holding current value
$960,809
Previous $681,000 44.49%
% of portfolio
0.07%
Previous 0.05%

Shares

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

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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