Number of Shares
141,388.00
Current Holdings Value*
$12.87 Mil
% of Portfolio
3.84%
Total Estimate Gain
$-490,679.32
% of Total Estimate Gain
-3.90%

Encompass More Asset Management's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Encompass More Asset Management held 141,388.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $12.87 Mil. This investment constitutes 3.84% of their stock portfolio, and Encompass More Asset Management now holds 0.03% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2024Q4. And since then Encompass More Asset Management has made 2 purchases of TLT, at an average price of $89.09, for a total of 141,388.00 shares. Based on historical transaction data and TLT's current price of $85.62, Encompass More Asset Management's estimated gain on his TLT holdings is $-490,679.32, reflecting a -3.90% gain to date.

Encompass More Asset Management TLT ($85.62) Holding Chart

Encompass More Asset Management TLT ($85.62) 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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