Cypress Wealth Services, LLC TLT Holdings History
Cypress Wealth Services, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Cypress Wealth Services, LLC held 4,904.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $446,380.00. This investment constitutes 0.09% of their stock portfolio, and Cypress Wealth Services, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2019Q3. And since then Cypress Wealth Services, LLC has made 10 purchases of TLT, at an average price of $115.68, for a total of 47,709.00 shares. In addition, there have been 13 sales at an average price of $112.16 for 42,805.00 shares. Based on historical transaction data and TLT's current price of $86.02, Cypress Wealth Services, LLC's estimated gain on his TLT holdings is $-295,999.66, reflecting a -5.36% gain to date.
Cypress Wealth Services, LLC TLT ($86.02) Holding Chart
Cypress Wealth Services, LLC TLT ($86.02) 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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