GC Wealth Management RIA, LLC TLT Holdings History
GC Wealth Management RIA, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-06-30, GC Wealth Management RIA, LLC held 27,751.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $2.45 Mil. This investment constitutes 0.2% of their stock portfolio, and GC Wealth Management RIA, LLC now holds 0.01% 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 3 purchases of TLT, at an average price of $91.64, for a total of 43,742.00 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 $85.11, GC Wealth Management RIA, LLC's estimated gain on his TLT holdings is $-176,210.22, reflecting a -4.40% gain to date.
GC Wealth Management RIA, LLC TLT ($85.11) Holding Chart
GC Wealth Management RIA, LLC TLT ($85.11) 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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