Wells Financial Advisors Inc Ishares Barclays 10 20 Yr Trea Transaction History

Wells Financial Advisors Inc

  • $72.3 Million
  • Q3 2025

A detailed history of Wells Financial Advisors Inc transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Wells Financial Advisors Inc holds 12,781 shares of TLH stock, worth $1.34 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
12,781
Previous 835 1430.66%
Holding current value
$1.34 Million
Previous $84,000 1466.67%
% of portfolio
1.82%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$98.52 - $103.93 $1.18 Million - $1.24 Million
11,946 Added 1430.66%
12,781 $1.32 Million
Q1 2025

May 09, 2025
BUY
$97.25 - $104.79 $81,203 - $87,499
835 New
835 $86,000

Others Institutions Holding TLH

# of Institutions
628
Shares Held
106M
Call Options Held
59.2K
Put Options Held
14.7K
View Full List

About ISHARES BARCLAYS 10-20 YR TREA

TLH Quotes by TradingView
  • Ticker TLH
  • Sector ETFs
  • Industry ETFs
More about TLH
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email