Number of Shares
16,903.00
Current Holdings Value*
$1.75 Mil
% of Portfolio
0.67%
Total Estimate Gain
$-50,659.83
% of Total Estimate Gain
-1.43%

Hoxton Planning & Management, LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Hoxton Planning & Management, LLC held 16,903.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $1.75 Mil. This investment constitutes 0.67% of their stock portfolio, and Hoxton Planning & Management, LLC now holds 0.02% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2022Q4. And since then Hoxton Planning & Management, LLC has made 3 purchases of TLH, at an average price of $104.84, for a total of 33,846.00 shares. In addition, there have been 3 sales at an average price of $108.08 for 16,943.00 shares. Based on historical transaction data and TLH's current price of $98.59, Hoxton Planning & Management, LLC's estimated gain on his TLH holdings is $-50,659.83, reflecting a -1.43% gain to date.

Hoxton Planning & Management, LLC TLH ($98.59) Holding Chart

Hoxton Planning & Management, LLC TLH ($98.59) 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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