Claro Advisors LLC TLH Holdings History

Number of Shares
21,400.00
Current Holdings Value*
$2.22 Mil
% of Portfolio
0.3%
Total Estimate Gain
$-51,613.62
% of Total Estimate Gain
-2.32%

Claro Advisors LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Claro Advisors LLC held 21,400.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $2.22 Mil. This investment constitutes 0.3% of their stock portfolio, and Claro Advisors LLC now holds 0.02% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2024Q1. And since then Claro Advisors LLC has made 4 purchases of TLH, at an average price of $102.04, for a total of 21,834.00 shares. In addition, there have been 1 sales at an average price of $103.37 for 434.00 shares. Based on historical transaction data and TLH's current price of $99.60, Claro Advisors LLC's estimated gain on his TLH holdings is $-51,613.62, reflecting a -2.32% gain to date.

Claro Advisors LLC TLH ($99.60) Holding Chart

Claro Advisors LLC TLH ($99.60) 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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