Number of Shares
26,563.00
Current Holdings Value*
$2.42 Mil
% of Portfolio
0.22%
Total Estimate Gain
$-965,468.60
% of Total Estimate Gain
-6.57%

Austin Private Wealth, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Austin Private Wealth, LLC held 26,563.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $2.42 Mil. This investment constitutes 0.22% of their stock portfolio, and Austin Private Wealth, LLC now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2023Q3. And since then Austin Private Wealth, LLC has made 5 purchases of TLT, at an average price of $95.18, for a total of 154,362.00 shares. In addition, there have been 2 sales at an average price of $89.69 for 127,799.00 shares. Based on historical transaction data and TLT's current price of $85.24, Austin Private Wealth, LLC's estimated gain on his TLT holdings is $-965,468.60, reflecting a -6.57% gain to date.

Austin Private Wealth, LLC TLT ($85.24) Holding Chart

Austin Private 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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