Icon Wealth Partners, LLC TLT Holdings History
Icon Wealth Partners, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2023-09-30, Icon Wealth Partners, LLC held 107,020.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $9.49 Mil. This investment constitutes 1.08% of their stock portfolio, and Icon Wealth Partners, LLC now holds 0.03% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2018Q2. And since then Icon Wealth Partners, LLC has made 8 purchases of TLT, at an average price of $113.92, for a total of 145,845.00 shares. In addition, there have been 9 sales at an average price of $139.09 for 38,825.00 shares. Based on historical transaction data and TLT's current price of $87.92, Icon Wealth Partners, LLC's estimated gain on his TLT holdings is $-1.80 Mil, reflecting a -10.86% gain to date.
Icon Wealth Partners, LLC TLT ($87.92) Holding Chart
Icon Wealth Partners, LLC TLT ($87.92) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
