5T Wealth, LLC TLT Holdings History
5T Wealth, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, 5T Wealth, LLC held 12,445.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.13 Mil. This investment constitutes 0.61% of their stock portfolio, and 5T Wealth, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $89.02 for 7,834.00 shares. Based on historical transaction data and TLT's current price of $85.24, 5T Wealth, LLC's estimated gain on his TLT holdings is $-106,256.78, reflecting a -5.70% gain to date.
5T Wealth, LLC TLT ($85.24) Holding Chart
5T Wealth, LLC 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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