Number of Shares
14,623.00
Current Holdings Value*
$1.33 Mil
% of Portfolio
0.17%
Total Estimate Gain
$-721,587.82
% of Total Estimate Gain
-4.05%

Continuum Advisory, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Continuum Advisory, LLC held 14,623.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.33 Mil. This investment constitutes 0.17% of their stock portfolio, and Continuum Advisory, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2022Q3. And since then Continuum Advisory, LLC has made 7 purchases of TLT, at an average price of $93.08, for a total of 191,478.00 shares. In addition, there have been 4 sales at an average price of $89.58 for 176,855.00 shares. Based on historical transaction data and TLT's current price of $86.08, Continuum Advisory, LLC's estimated gain on his TLT holdings is $-721,587.82, reflecting a -4.05% gain to date.

Continuum Advisory, LLC TLT ($86.08) Holding Chart

Continuum Advisory, LLC TLT ($86.08) 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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