Number of Shares
56,159.00
Current Holdings Value*
$5.11 Mil
% of Portfolio
0.15%
Total Estimate Gain
$-2.12 Mil
% of Total Estimate Gain
-7.65%

CreativeOne Wealth, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, CreativeOne Wealth, LLC held 56,159.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $5.11 Mil. This investment constitutes 0.15% of their stock portfolio, and CreativeOne Wealth, LLC now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2018Q4. And since then CreativeOne Wealth, LLC has made 16 purchases of TLT, at an average price of $97.65, for a total of 283,321.00 shares. In addition, there have been 10 sales at an average price of $91.40 for 227,162.00 shares. Based on historical transaction data and TLT's current price of $85.24, CreativeOne Wealth, LLC's estimated gain on his TLT holdings is $-2.12 Mil, reflecting a -7.65% gain to date.

CreativeOne Wealth, LLC TLT ($85.24) Holding Chart

CreativeOne Wealth, LLC TLT ($85.24) 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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