Clearview Wealth Advisors LLC TLT Holdings History
Clearview Wealth Advisors LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Clearview Wealth Advisors LLC held - shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Clearview Wealth Advisors 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 Clearview Wealth Advisors LLC has made 7 purchases of TLT, at an average price of $99.26, for a total of 44,283.00 shares. In addition, there have been 8 sales at an average price of $92.87 for 44,283.00 shares. Based on historical transaction data and TLT's current price of $87.39, Clearview Wealth Advisors LLC's estimated gain on his TLT holdings is $-282,931.41, reflecting a -6.44% gain to date.
Clearview Wealth Advisors LLC TLT ($87.39) Holding Chart
Clearview Wealth Advisors LLC TLT ($87.39) 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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