BEACON FINANCIAL GROUP TLT Holdings History
BEACON FINANCIAL GROUP's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL GROUP held 2,698.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $245,600.00. This investment constitutes 0.03% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2023Q3. And since then BEACON FINANCIAL GROUP has made 5 purchases of TLT, at an average price of $91.71, for a total of 37,521.00 shares. In addition, there have been 2 sales at an average price of $89.92 for 34,823.00 shares. Based on historical transaction data and TLT's current price of $87.39, BEACON FINANCIAL GROUP's estimated gain on his TLT holdings is $-74,162.63, reflecting a -2.16% gain to date.
BEACON FINANCIAL GROUP TLT ($87.39) Holding Chart
BEACON FINANCIAL GROUP TLT ($87.39) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
