Cresta Advisors, Ltd. TLH Holdings History

Number of Shares
41,843.00
Current Holdings Value*
$4.25 Mil
% of Portfolio
2.07%
Total Estimate Gain
$-503,675.64
% of Total Estimate Gain
-8.69%

Cresta Advisors, Ltd.'s iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, Cresta Advisors, Ltd. held 41,843.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $4.25 Mil. This investment constitutes 2.07% of their stock portfolio, and Cresta Advisors, Ltd. now holds 0.04% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2023Q2. And since then Cresta Advisors, Ltd. has made 6 purchases of TLH, at an average price of $109.58, for a total of 52,920.00 shares. In addition, there have been 2 sales at an average price of $101.31 for 11,077.00 shares. Based on historical transaction data and TLH's current price of $99.73, Cresta Advisors, Ltd.'s estimated gain on his TLH holdings is $-503,675.64, reflecting a -8.69% gain to date.

Cresta Advisors, Ltd. TLH ($99.73) Holding Chart

Cresta Advisors, Ltd. TLH ($99.73) 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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