Cahill Wealth Management, LLC TLT Holdings History
Cahill Wealth Management, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Cahill Wealth Management, LLC held 35,148.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $3.20 Mil. This investment constitutes 1.63% of their stock portfolio, and Cahill Wealth Management, LLC now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2022Q4. And since then Cahill Wealth Management, LLC has made 9 purchases of TLT, at an average price of $94.26, for a total of 35,762.00 shares. In addition, there have been 1 sales at an average price of $96.43 for 614.00 shares. Based on historical transaction data and TLT's current price of $85.79, Cahill Wealth Management, LLC's estimated gain on his TLT holdings is $-296,350.98, reflecting a -8.79% gain to date.
Cahill Wealth Management, LLC TLT ($85.79) Holding Chart
Cahill Wealth Management, LLC TLT ($85.79) 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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