Number of Shares
287,270.00
Current Holdings Value*
$26.15 Mil
% of Portfolio
1.41%
Total Estimate Gain
$5.13 Mil
% of Total Estimate Gain
4.87%

GM Advisory Group, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, GM Advisory Group, LLC held 287,270.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $26.15 Mil. This investment constitutes 1.41% of their stock portfolio, and GM Advisory Group, LLC now holds 0.05% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2018Q2. And since then GM Advisory Group, LLC has made 10 purchases of TLT, at an average price of $115.20, for a total of 915,560.00 shares. In addition, there have been 16 sales at an average price of $137.07 for 628,290.00 shares. Based on historical transaction data and TLT's current price of $85.24, GM Advisory Group, LLC's estimated gain on his TLT holdings is $5.13 Mil, reflecting a 4.87% gain to date.

GM Advisory Group, LLC TLT ($85.24) Holding Chart

GM Advisory Group, 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 %

Top Ranked Articles

  • 1