Evergreen Private Wealth LLC TLH Holdings History
Evergreen Private Wealth LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Evergreen Private Wealth LLC held 77,712.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $7.90 Mil. This investment constitutes 3.31% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0.07% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.
The initial trade took place in 2023Q4. And since then Evergreen Private Wealth LLC has made 5 purchases of TLH, at an average price of $101.92, for a total of 77,978.00 shares. In addition, there have been 1 sales at an average price of $101.80 for 266.00 shares. Based on historical transaction data and TLH's current price of $99.71, Evergreen Private Wealth LLC's estimated gain on his TLH holdings is $-172,021.54, reflecting a -2.16% gain to date.
Evergreen Private Wealth LLC TLH ($99.71) Holding Chart
Evergreen Private Wealth LLC TLH ($99.71) 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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