Icon Wealth Advisors, LLC TLH Holdings History
Icon Wealth Advisors, LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 128,061.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $13.29 Mil. This investment constitutes 1.09% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0.13% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.
The initial trade took place in 2022Q3. And since then Icon Wealth Advisors, LLC has made 3 purchases of TLH, at an average price of $105.13, for a total of 132,884.00 shares. In addition, there have been 4 sales at an average price of $103.42 for 4,823.00 shares. Based on historical transaction data and TLH's current price of $99.71, Icon Wealth Advisors, LLC's estimated gain on his TLH holdings is $-702,102.32, reflecting a -5.03% gain to date.
Icon Wealth Advisors, LLC TLH ($99.71) Holding Chart
Icon Wealth Advisors, LLC TLH ($99.71) 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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