CFS Investment Advisory Services, LLC TLT Holdings History
CFS Investment Advisory Services, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, CFS Investment Advisory Services, LLC held 16,497.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.50 Mil. This investment constitutes 0.13% of their stock portfolio, and CFS Investment Advisory Services, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2020Q4. And since then CFS Investment Advisory Services, LLC has made 5 purchases of TLT, at an average price of $128.47, for a total of 558,284.00 shares. In addition, there have been 6 sales at an average price of $112.62 for 541,787.00 shares. Based on historical transaction data and TLT's current price of $85.62, CFS Investment Advisory Services, LLC's estimated gain on his TLT holdings is $-9.29 Mil, reflecting a -12.96% gain to date.
CFS Investment Advisory Services, LLC TLT ($85.62) Holding Chart
CFS Investment Advisory Services, LLC TLT ($85.62) 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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