Number of Shares
31,563.00
Current Holdings Value*
$3.27 Mil
% of Portfolio
1.28%
Total Estimate Gain
$-453,659.42
% of Total Estimate Gain
-3.47%

First Citizens Asset Management, Inc.'s iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, First Citizens Asset Management, Inc. held 31,563.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $3.27 Mil. This investment constitutes 1.28% of their stock portfolio, and First Citizens Asset Management, Inc. now holds 0.03% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2022Q4. And since then First Citizens Asset Management, Inc. has made 5 purchases of TLH, at an average price of $109.85, for a total of 118,906.00 shares. In addition, there have been 4 sales at an average price of $108.37 for 87,343.00 shares. Based on historical transaction data and TLH's current price of $99.56, First Citizens Asset Management, Inc.'s estimated gain on his TLH holdings is $-453,659.42, reflecting a -3.47% gain to date.

First Citizens Asset Management, Inc. TLH ($99.56) Holding Chart

First Citizens Asset Management, Inc. TLH ($99.56) 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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