Horst & Graben Wealth Management LLC TLT Holdings History
Horst & Graben Wealth Management LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Horst & Graben Wealth Management LLC held 114,943.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $10.46 Mil. This investment constitutes 1.88% of their stock portfolio, and Horst & Graben Wealth Management LLC now holds 0.02% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2020Q3. And since then Horst & Graben Wealth Management LLC has made 8 purchases of TLT, at an average price of $111.27, for a total of 279,795.00 shares. In addition, there have been 11 sales at an average price of $106.07 for 164,852.00 shares. Based on historical transaction data and TLT's current price of $85.24, Horst & Graben Wealth Management LLC's estimated gain on his TLT holdings is $-3.85 Mil, reflecting a -12.37% gain to date.
Horst & Graben Wealth Management LLC TLT ($85.24) Holding Chart
Horst & Graben 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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