Insight Wealth Strategies, LLC TLT Holdings History
Insight Wealth Strategies, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 303,716.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $26.77 Mil. This investment constitutes 3.38% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0.05% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2018Q4. And since then Insight Wealth Strategies, LLC has made 14 purchases of TLT, at an average price of $99.88, for a total of 325,522.00 shares. In addition, there have been 5 sales at an average price of $146.36 for 21,806.00 shares. Based on historical transaction data and TLT's current price of $85.62, Insight Wealth Strategies, LLC's estimated gain on his TLT holdings is $-3.32 Mil, reflecting a -10.20% gain to date.
Insight Wealth Strategies, LLC TLT ($85.62) Holding Chart
Insight Wealth Strategies, LLC TLT ($85.62) 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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