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
$-75,600.00
% of Total Estimate Gain
-4.25%
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 $85.24, Intellus Advisors LLC's estimated gain on his TLT holdings is $-75,600.00, reflecting a -4.25% gain to date.
Intellus Advisors LLC TLT ($85.24) Holding Chart
Intellus Advisors LLC TLT ($85.24) 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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