JOURNEY STRATEGIC WEALTH LLC TLT Holdings History
JOURNEY STRATEGIC WEALTH LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, JOURNEY STRATEGIC WEALTH LLC held 243,158.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $22.13 Mil. This investment constitutes 0.77% of their stock portfolio, and JOURNEY STRATEGIC WEALTH LLC now holds 0.04% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2021Q4. And since then JOURNEY STRATEGIC WEALTH LLC has made 10 purchases of TLT, at an average price of $101.82, for a total of 298,577.00 shares. In addition, there have been 3 sales at an average price of $94.56 for 55,419.00 shares. Based on historical transaction data and TLT's current price of $87.17, JOURNEY STRATEGIC WEALTH LLC's estimated gain on his TLT holdings is $-3.96 Mil, reflecting a -13.04% gain to date.
JOURNEY STRATEGIC WEALTH LLC TLT ($87.17) Holding Chart
JOURNEY STRATEGIC WEALTH LLC TLT ($87.17) 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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