Granite Bay Wealth Management, LLC TLT Holdings History
Granite Bay Wealth Management, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Granite Bay Wealth Management, LLC held 155,642.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $13.74 Mil. This investment constitutes 4.42% of their stock portfolio, and Granite Bay Wealth Management, LLC now holds 0.03% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q4. And since then Granite Bay Wealth Management, LLC has made 3 purchases of TLT, at an average price of $90.87, for a total of 155,642.00 shares. Based on historical transaction data and TLT's current price of $85.24, Granite Bay Wealth Management, LLC's estimated gain on his TLT holdings is $-876,382.62, reflecting a -6.20% gain to date.
Granite Bay Wealth Management, LLC TLT ($85.24) Holding Chart
Granite Bay 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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