Foguth Wealth Management, LLC. TLT Holdings History
Foguth Wealth Management, LLC.'s iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Foguth Wealth Management, LLC. held 118,721.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $10.81 Mil. This investment constitutes 2.62% of their stock portfolio, and Foguth Wealth Management, LLC. now holds 0.02% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q1. And since then Foguth Wealth Management, LLC. has made 3 purchases of TLT, at an average price of $89.39, for a total of 119,034.00 shares. In addition, there have been 1 sales at an average price of $91.12 for 313.00 shares. Based on historical transaction data and TLT's current price of $85.24, Foguth Wealth Management, LLC.'s estimated gain on his TLT holdings is $-492,523.10, reflecting a -4.63% gain to date.
Foguth Wealth Management, LLC. TLT ($85.24) Holding Chart
Foguth Wealth Management, LLC. TLT ($85.24) 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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