Number of Shares
779,335.00
Current Holdings Value*
$80.86 Mil
% of Portfolio
2.55%
Total Estimate Gain
$-809,384.64
% of Total Estimate Gain
-1.00%

Destination Wealth Management's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Destination Wealth Management held 779,335.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $80.86 Mil. This investment constitutes 2.55% of their stock portfolio, and Destination Wealth Management now holds 0.78% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2023Q4. And since then Destination Wealth Management has made 5 purchases of TLH, at an average price of $101.20, for a total of 799,651.00 shares. In addition, there have been 1 sales at an average price of $103.37 for 20,316.00 shares. Based on historical transaction data and TLH's current price of $100.11, Destination Wealth Management's estimated gain on his TLH holdings is $-809,384.64, reflecting a -1.00% gain to date.

Destination Wealth Management TLH ($100.11) Holding Chart

Destination Wealth Management TLH ($100.11) 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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