5T Wealth, LLC TLH Holdings History
Number of Shares
40,778.00
Current Holdings Value*
$4.23 Mil
% of Portfolio
2.27%
Total Estimate Gain
$-157,499.38
% of Total Estimate Gain
-3.76%
5T Wealth, LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, 5T Wealth, LLC held 40,778.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $4.23 Mil. This investment constitutes 2.27% of their stock portfolio, and 5T Wealth, LLC now holds 0.04% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.
The initial trade took place in 2024Q4. And since then 5T Wealth, LLC has made 1 purchases of TLH, at an average price of $102.80, for a total of 40,778.00 shares. Based on historical transaction data and TLH's current price of $98.94, 5T Wealth, LLC's estimated gain on his TLH holdings is $-157,499.38, reflecting a -3.76% gain to date.
5T Wealth, LLC TLH ($98.94) Holding Chart
5T Wealth, LLC TLH ($98.94) 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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