IHT Wealth Management, LLC TLT Holdings History
IHT Wealth Management, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, IHT Wealth Management, LLC held 437,051.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $39.78 Mil. This investment constitutes 1.24% of their stock portfolio, and IHT Wealth Management, LLC now holds 0.08% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2018Q2. And since then IHT Wealth Management, LLC has made 11 purchases of TLT, at an average price of $99.94, for a total of 769,493.00 shares. In addition, there have been 14 sales at an average price of $95.53 for 332,442.00 shares. Based on historical transaction data and TLT's current price of $86.99, IHT Wealth Management, LLC's estimated gain on his TLT holdings is $-7.13 Mil, reflecting a -9.27% gain to date.
IHT Wealth Management, LLC TLT ($86.99) Holding Chart
IHT Wealth Management, LLC TLT ($86.99) 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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