4WEALTH ADVISORS, INC. TLT Holdings History
4WEALTH ADVISORS, INC.'s iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, 4WEALTH ADVISORS, INC. held 20,697.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.88 Mil. This investment constitutes 2.05% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q4. And since then 4WEALTH ADVISORS, INC. has made 1 purchases of TLT, at an average price of $91.02, for a total of 20,697.00 shares. Based on historical transaction data and TLT's current price of $85.24, 4WEALTH ADVISORS, INC.'s estimated gain on his TLT holdings is $-119,730.78, reflecting a -6.36% gain to date.
4WEALTH ADVISORS, INC. TLT ($85.24) Holding Chart
4WEALTH ADVISORS, INC. TLT ($85.24) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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