Number of Shares
2.09 Mil
Current Holdings Value*
$216.78 Mil
% of Portfolio
0.83%
Total Estimate Gain
$-6.58 Mil
% of Total Estimate Gain
-2.99%

Envestnet Portfolio Solutions, Inc.'s iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Envestnet Portfolio Solutions, Inc. held 2.09 Mil shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $216.78 Mil. This investment constitutes 0.83% of their stock portfolio, and Envestnet Portfolio Solutions, Inc. now holds 2.14% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2023Q3. And since then Envestnet Portfolio Solutions, Inc. has made 5 purchases of TLH, at an average price of $102.99, for a total of 2.14 Mil shares. In addition, there have been 1 sales at an average price of $100.10 for 45,858.00 shares. Based on historical transaction data and TLH's current price of $99.91, Envestnet Portfolio Solutions, Inc.'s estimated gain on his TLH holdings is $-6.58 Mil, reflecting a -2.99% gain to date.

Envestnet Portfolio Solutions, Inc. TLH ($99.91) Holding Chart

Envestnet Portfolio Solutions, Inc. TLH ($99.91) 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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