Intellus Advisors LLC TLT Holdings History

Number of Shares
20,000.00
Current Holdings Value*
$1.82 Mil
% of Portfolio
0.32%
Total Estimate Gain
$-77,800.00
% of Total Estimate Gain
-4.37%

Intellus Advisors LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Intellus Advisors LLC held 20,000.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.82 Mil. This investment constitutes 0.32% of their stock portfolio, and Intellus Advisors LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2025Q1. And since then Intellus Advisors LLC has made 1 purchases of TLT, at an average price of $89.02, for a total of 20,000.00 shares. Based on historical transaction data and TLT's current price of $85.13, Intellus Advisors LLC's estimated gain on his TLT holdings is $-77,800.00, reflecting a -4.37% gain to date.

Intellus Advisors LLC TLT ($85.13) Holding Chart

Intellus Advisors LLC TLT ($85.13) 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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