Number of Shares
18,136.00
Current Holdings Value*
$1.65 Mil
% of Portfolio
3.55%
Total Estimate Gain
$-6.83 Mil
% of Total Estimate Gain
-6.73%

Ground Swell Capital, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Ground Swell Capital, LLC held 18,136.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.65 Mil. This investment constitutes 3.55% of their stock portfolio, and Ground Swell Capital, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2021Q1. And since then Ground Swell Capital, LLC has made 7 purchases of TLT, at an average price of $99.89, for a total of 1.02 Mil shares. In addition, there have been 8 sales at an average price of $93.31 for 997,711.00 shares. Based on historical transaction data and TLT's current price of $85.24, Ground Swell Capital, LLC's estimated gain on his TLT holdings is $-6.83 Mil, reflecting a -6.73% gain to date.

Ground Swell Capital, LLC TLT ($85.24) Holding Chart

Ground Swell Capital, 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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