Number of Shares
59,794.00
Current Holdings Value*
$6.08 Mil
% of Portfolio
0.63%
Total Estimate Gain
$-113,256.21
% of Total Estimate Gain
-1.80%

BEACON FINANCIAL GROUP's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, BEACON FINANCIAL GROUP held 59,794.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $6.08 Mil. This investment constitutes 0.63% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.05% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2023Q4. And since then BEACON FINANCIAL GROUP has made 5 purchases of TLH, at an average price of $101.27, for a total of 62,146.00 shares. In addition, there have been 2 sales at an average price of $104.78 for 2,352.00 shares. Based on historical transaction data and TLH's current price of $99.24, BEACON FINANCIAL GROUP's estimated gain on his TLH holdings is $-113,256.21, reflecting a -1.80% gain to date.

BEACON FINANCIAL GROUP TLH ($99.24) Holding Chart

BEACON FINANCIAL GROUP TLH ($99.24) 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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