BCGM Wealth Management, LLC TLT Holdings History
BCGM Wealth Management, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, BCGM Wealth Management, LLC held 5,356.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $487,560.00. This investment constitutes 0.15% of their stock portfolio, and BCGM Wealth Management, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q1. And since then BCGM Wealth Management, LLC has made 3 purchases of TLT, at an average price of $93.80, for a total of 38,193.00 shares. In addition, there have been 2 sales at an average price of $89.03 for 32,837.00 shares. Based on historical transaction data and TLT's current price of $86.42, BCGM Wealth Management, LLC's estimated gain on his TLT holdings is $-196,203.48, reflecting a -5.48% gain to date.
BCGM Wealth Management, LLC TLT ($86.42) Holding Chart
BCGM Wealth Management, LLC TLT ($86.42) 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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