Destination Wealth Management TLH Holdings History
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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