Number of Shares
25,437.00
Current Holdings Value*
$2.32 Mil
% of Portfolio
0.43%
Total Estimate Gain
$-113,261.90
% of Total Estimate Gain
-2.98%

GC Wealth Management RIA, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, GC Wealth Management RIA, LLC held 25,437.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $2.32 Mil. This investment constitutes 0.43% of their stock portfolio, and GC Wealth Management RIA, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2024Q3. And since then GC Wealth Management RIA, LLC has made 2 purchases of TLT, at an average price of $91.88, for a total of 41,428.00 shares. In addition, there have been 1 sales at an average price of $91.94 for 15,991.00 shares. Based on historical transaction data and TLT's current price of $87.39, GC Wealth Management RIA, LLC's estimated gain on his TLT holdings is $-113,261.90, reflecting a -2.98% gain to date.

GC Wealth Management RIA, LLC TLT ($87.39) Holding Chart

GC Wealth Management RIA, LLC TLT ($87.39) 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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