Encompass More Asset Management TLT Holdings History
Number of Shares
141,388.00
Current Holdings Value*
$12.87 Mil
% of Portfolio
3.84%
Total Estimate Gain
$-576,926.00
% of Total Estimate Gain
-4.58%
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 $85.01, Encompass More Asset Management's estimated gain on his TLT holdings is $-576,926.00, reflecting a -4.58% gain to date.
Encompass More Asset Management TLT ($85.01) Holding Chart
Encompass More Asset Management TLT ($85.01) 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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