Cadence Wealth Management LLC TLT Holdings History
Cadence Wealth Management LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Cadence Wealth Management LLC held 428,734.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $39.03 Mil. This investment constitutes 28.85% of their stock portfolio, and Cadence Wealth Management LLC now holds 0.08% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2021Q1. And since then Cadence Wealth Management LLC has made 13 purchases of TLT, at an average price of $113.00, for a total of 591,008.00 shares. In addition, there have been 3 sales at an average price of $95.73 for 162,274.00 shares. Based on historical transaction data and TLT's current price of $85.24, Cadence Wealth Management LLC's estimated gain on his TLT holdings is $-14.71 Mil, reflecting a -22.02% gain to date.
Cadence Wealth Management LLC TLT ($85.24) Holding Chart
Cadence Wealth Management LLC TLT ($85.24) 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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