High Note Wealth, LLC TLT Holdings History
High Note Wealth, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, High Note Wealth, LLC held 177,350.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $16.14 Mil. This investment constitutes 4% of their stock portfolio, and High Note Wealth, LLC now holds 0.03% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q1. And since then High Note Wealth, LLC has made 5 purchases of TLT, at an average price of $90.80, for a total of 177,350.00 shares. Based on historical transaction data and TLT's current price of $86.26, High Note Wealth, LLC's estimated gain on his TLT holdings is $-805,766.47, reflecting a -5.00% gain to date.
High Note Wealth, LLC TLT ($86.26) Holding Chart
High Note Wealth, LLC TLT ($86.26) 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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