CAPSTONE WEALTH MANAGEMENT GROUP, LLC TLT Holdings History
CAPSTONE WEALTH MANAGEMENT GROUP, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 50,847.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $4.63 Mil. This investment constitutes 2.64% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q3. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 2 purchases of TLT, at an average price of $93.32, for a total of 97,474.00 shares. In addition, there have been 1 sales at an average price of $91.94 for 46,627.00 shares. Based on historical transaction data and TLT's current price of $86.02, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his TLT holdings is $-435,877.67, reflecting a -4.79% gain to date.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC TLT ($86.02) Holding Chart
CAPSTONE WEALTH MANAGEMENT GROUP, LLC TLT ($86.02) 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
