Cresta Advisors, Ltd. TLT Holdings History

Number of Shares
12,145.00
Current Holdings Value*
$1.11 Mil
% of Portfolio
0.57%
Total Estimate Gain
$-70,394.65
% of Total Estimate Gain
-3.51%

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

As of 2025-03-31, Cresta Advisors, Ltd. held 12,145.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.11 Mil. This investment constitutes 0.57% of their stock portfolio, and Cresta Advisors, Ltd. now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2023Q4. And since then Cresta Advisors, Ltd. has made 4 purchases of TLT, at an average price of $91.09, for a total of 22,045.00 shares. In addition, there have been 1 sales at an average price of $89.02 for 9,900.00 shares. Based on historical transaction data and TLT's current price of $86.99, Cresta Advisors, Ltd.'s estimated gain on his TLT holdings is $-70,394.65, reflecting a -3.51% gain to date.

Cresta Advisors, Ltd. TLT ($86.99) Holding Chart

Cresta Advisors, Ltd. TLT ($86.99) 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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