Bay Harbor Wealth Management, LLC TLH Holdings History
Bay Harbor Wealth Management, LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Bay Harbor Wealth Management, LLC held 62,473.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $6.35 Mil. This investment constitutes 1.84% of their stock portfolio, and Bay Harbor Wealth Management, LLC now holds 0.06% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.
The initial trade took place in 2021Q3. And since then Bay Harbor Wealth Management, LLC has made 8 purchases of TLH, at an average price of $107.86, for a total of 82,443.00 shares. In addition, there have been 3 sales at an average price of $105.19 for 19,970.00 shares. Based on historical transaction data and TLH's current price of $99.58, Bay Harbor Wealth Management, LLC's estimated gain on his TLH holdings is $-570,582.70, reflecting a -6.42% gain to date.
Bay Harbor Wealth Management, LLC TLH ($99.58) Holding Chart
Bay Harbor Wealth Management, LLC TLH ($99.58) 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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