MA Private Wealth TLT Holdings History
MA Private Wealth's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, MA Private Wealth held 35,294.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $3.21 Mil. This investment constitutes 0.6% of their stock portfolio, and MA Private Wealth now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2018Q4. And since then MA Private Wealth has made 10 purchases of TLT, at an average price of $96.11, for a total of 69,295.00 shares. In addition, there have been 6 sales at an average price of $105.39 for 34,001.00 shares. Based on historical transaction data and TLT's current price of $85.21, MA Private Wealth's estimated gain on his TLT holdings is $-69,276.23, reflecting a -1.04% gain to date.
MA Private Wealth TLT ($85.21) Holding Chart
MA Private Wealth TLT ($85.21) 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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