CreativeOne Wealth, LLC TLH Holdings History
CreativeOne Wealth, LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, CreativeOne Wealth, LLC held 212,428.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $22.04 Mil. This investment constitutes 0.66% of their stock portfolio, and CreativeOne Wealth, LLC now holds 0.21% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.
The initial trade took place in 2022Q1. And since then CreativeOne Wealth, LLC has made 8 purchases of TLH, at an average price of $109.02, for a total of 343,100.00 shares. In addition, there have been 5 sales at an average price of $109.32 for 130,672.00 shares. Based on historical transaction data and TLH's current price of $98.94, CreativeOne Wealth, LLC's estimated gain on his TLH holdings is $-2.10 Mil, reflecting a -5.62% gain to date.
CreativeOne Wealth, LLC TLH ($98.94) Holding Chart
CreativeOne Wealth, LLC TLH ($98.94) 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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