Bay Harbor Wealth Management, LLC TLT Holdings History
Bay Harbor Wealth Management, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Bay Harbor Wealth Management, LLC held - shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Bay Harbor Wealth Management, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2019Q3. And since then Bay Harbor Wealth Management, LLC has made 8 purchases of TLT, at an average price of $100.35, for a total of 45,498.00 shares. In addition, there have been 9 sales at an average price of $96.26 for 45,498.00 shares. Based on historical transaction data and TLT's current price of $86.93, Bay Harbor Wealth Management, LLC's estimated gain on his TLT holdings is $-185,969.80, reflecting a -4.07% gain to date.
Bay Harbor Wealth Management, LLC TLT ($86.93) Holding Chart
Bay Harbor Wealth Management, LLC TLT ($86.93) 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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