MY Wealth Management Inc. TLT Holdings History
MY Wealth Management Inc.'s iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-06-30, MY Wealth Management Inc. held 6,883.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $607,430.00. This investment constitutes 0.58% of their stock portfolio, and MY Wealth Management Inc. now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2022Q1. And since then MY Wealth Management Inc. has made 9 purchases of TLT, at an average price of $102.29, for a total of 271,734.00 shares. In addition, there have been 5 sales at an average price of $90.78 for 264,851.00 shares. Based on historical transaction data and TLT's current price of $85.24, MY Wealth Management Inc.'s estimated gain on his TLT holdings is $-3.17 Mil, reflecting a -11.39% gain to date.
MY Wealth Management Inc. TLT ($85.24) Holding Chart
MY Wealth Management Inc. 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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