Align Wealth Management, LLC TLT Holdings History
Number of Shares
17,516.00
Current Holdings Value*
$1.79 Mil
% of Portfolio
1.52%
Total Estimate Gain
$-221,927.72
% of Total Estimate Gain
-12.66%
Align Wealth Management, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2022-12-31, Align Wealth Management, LLC held 17,516.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.79 Mil. This investment constitutes 1.52% of their stock portfolio, and Align Wealth Management, LLC now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and TLT's current price of $87.39, Align Wealth Management, LLC's estimated gain on his TLT holdings is $-221,927.72, reflecting a -12.66% gain to date.
Align Wealth Management, LLC TLT ($87.39) Holding Chart
Align Wealth Management, LLC TLT ($87.39) 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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