Number of Shares
12,346.00
Current Holdings Value*
$1.28 Mil
% of Portfolio
0.82%
Total Estimate Gain
$-31,605.76
% of Total Estimate Gain
-2.53%

Barnes Wealth Management Group, Inc's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Barnes Wealth Management Group, Inc held 12,346.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $1.28 Mil. This investment constitutes 0.82% of their stock portfolio, and Barnes Wealth Management Group, Inc now holds 0.01% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2025Q1. And since then Barnes Wealth Management Group, Inc has made 1 purchases of TLH, at an average price of $101.36, for a total of 12,346.00 shares. Based on historical transaction data and TLH's current price of $98.80, Barnes Wealth Management Group, Inc's estimated gain on his TLH holdings is $-31,605.76, reflecting a -2.53% gain to date.

Barnes Wealth Management Group, Inc TLH ($98.80) Holding Chart

Barnes Wealth Management Group, Inc TLH ($98.80) 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