BCM ADVISORS, LLC TLT Holdings History

Number of Shares
395,616.00
Current Holdings Value*
$34.71 Mil
% of Portfolio
7.87%
Total Estimate Gain
$-15.52 Mil
% of Total Estimate Gain
-28.31%

BCM ADVISORS, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, BCM ADVISORS, LLC held 395,616.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $34.71 Mil. This investment constitutes 7.87% of their stock portfolio, and BCM ADVISORS, LLC now holds 0.07% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2019Q1. And since then BCM ADVISORS, LLC has made 17 purchases of TLT, at an average price of $124.41, for a total of 440,643.00 shares. In addition, there have been 6 sales at an average price of $124.83 for 45,027.00 shares. Based on historical transaction data and TLT's current price of $85.13, BCM ADVISORS, LLC's estimated gain on his TLT holdings is $-15.52 Mil, reflecting a -28.31% gain to date.

BCM ADVISORS, LLC TLT ($85.13) Holding Chart

BCM ADVISORS, LLC TLT ($85.13) 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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