Number of Shares
41,667.00
Current Holdings Value*
$4.32 Mil
% of Portfolio
2.94%
Total Estimate Gain
$-670,394.47
% of Total Estimate Gain
-7.20%

LFA - Lugano Financial Advisors SA's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, LFA - Lugano Financial Advisors SA held 41,667.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $4.32 Mil. This investment constitutes 2.94% of their stock portfolio, and LFA - Lugano Financial Advisors SA now holds 0.04% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2023Q1. And since then LFA - Lugano Financial Advisors SA has made 5 purchases of TLH, at an average price of $107.69, for a total of 86,452.00 shares. In addition, there have been 3 sales at an average price of $100.86 for 44,785.00 shares. Based on historical transaction data and TLH's current price of $98.94, LFA - Lugano Financial Advisors SA's estimated gain on his TLH holdings is $-670,394.47, reflecting a -7.20% gain to date.

LFA - Lugano Financial Advisors SA TLH ($98.94) Holding Chart

LFA - Lugano Financial Advisors SA TLH ($98.94) 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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