Bell Investment Advisors, Inc TLT Holdings History
Bell Investment Advisors, Inc's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Bell Investment Advisors, Inc held 365,808.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $33.30 Mil. This investment constitutes 6.15% of their stock portfolio, and Bell Investment Advisors, Inc now holds 0.07% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2023Q3. And since then Bell Investment Advisors, Inc has made 7 purchases of TLT, at an average price of $95.21, for a total of 365,808.00 shares. Based on historical transaction data and TLT's current price of $86.93, Bell Investment Advisors, Inc's estimated gain on his TLT holdings is $-3.03 Mil, reflecting a -8.70% gain to date.
Bell Investment Advisors, Inc TLT ($86.93) Holding Chart
Bell Investment Advisors, Inc 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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