Marshall & Sterling Wealth Advisors Inc. TLT Holdings History
Marshall & Sterling Wealth Advisors Inc.'s iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Marshall & Sterling Wealth Advisors Inc. held 6,277.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $571,480.00. This investment constitutes 0.39% of their stock portfolio, and Marshall & Sterling Wealth Advisors Inc. now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $89.02 for 8,098.00 shares. Based on historical transaction data and TLT's current price of $86.52, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his TLT holdings is $-57,667.50, reflecting a -4.36% gain to date.
Marshall & Sterling Wealth Advisors Inc. TLT ($86.52) Holding Chart
Marshall & Sterling Wealth Advisors Inc. TLT ($86.52) 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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