Icon Wealth Advisors, LLC TLT Holdings History
Icon Wealth Advisors, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 1,252.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $113,990.00. This investment constitutes 0.01% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2022Q3. And since then Icon Wealth Advisors, LLC has made 3 purchases of TLT, at an average price of $96.82, for a total of 103,064.00 shares. In addition, there have been 4 sales at an average price of $91.84 for 101,812.00 shares. Based on historical transaction data and TLT's current price of $86.03, Icon Wealth Advisors, LLC's estimated gain on his TLT holdings is $-520,588.22, reflecting a -5.22% gain to date.
Icon Wealth Advisors, LLC TLT ($86.03) Holding Chart
Icon Wealth Advisors, LLC TLT ($86.03) 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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