Cassaday & Co Wealth Management LLC TLT Holdings History
Cassaday & Co Wealth Management LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Cassaday & Co Wealth Management LLC held 404,630.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $36.83 Mil. This investment constitutes 1.04% of their stock portfolio, and Cassaday & Co Wealth Management LLC now holds 0.07% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q4. And since then Cassaday & Co Wealth Management LLC has made 1 purchases of TLT, at an average price of $91.94, for a total of 784,083.00 shares. In addition, there have been 1 sales at an average price of $89.02 for 379,453.00 shares. Based on historical transaction data and TLT's current price of $86.97, Cassaday & Co Wealth Management LLC's estimated gain on his TLT holdings is $-3.12 Mil, reflecting a -4.33% gain to date.
Cassaday & Co Wealth Management LLC TLT ($86.97) Holding Chart
Cassaday & Co Wealth Management LLC TLT ($86.97) 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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