Number of Shares
51,103.00
Current Holdings Value*
$5.30 Mil
% of Portfolio
1.63%
Total Estimate Gain
$-96,256.92
% of Total Estimate Gain
-1.83%

BCGM Wealth Management, LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, BCGM Wealth Management, LLC held 51,103.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $5.30 Mil. This investment constitutes 1.63% of their stock portfolio, and BCGM Wealth Management, LLC now holds 0.05% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2024Q2. And since then BCGM Wealth Management, LLC has made 3 purchases of TLH, at an average price of $101.62, for a total of 51,811.00 shares. In addition, there have been 1 sales at an average price of $103.37 for 708.00 shares. Based on historical transaction data and TLH's current price of $99.71, BCGM Wealth Management, LLC's estimated gain on his TLH holdings is $-96,256.92, reflecting a -1.83% gain to date.

BCGM Wealth Management, LLC TLH ($99.71) Holding Chart

BCGM Wealth Management, LLC TLH ($99.71) 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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