Number of Shares
8,544.00
Current Holdings Value*
$850,390.00
% of Portfolio
0.08%
Total Estimate Gain
$109,811.28
% of Total Estimate Gain
0.70%

NICOLET ADVISORY SERVICES, LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, NICOLET ADVISORY SERVICES, LLC held 8,544.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $850,390.00. This investment constitutes 0.08% of their stock portfolio, and NICOLET ADVISORY SERVICES, LLC now holds 0.01% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2023Q4. And since then NICOLET ADVISORY SERVICES, LLC has made 4 purchases of TLH, at an average price of $100.71, for a total of 155,322.00 shares. In addition, there have been 2 sales at an average price of $101.45 for 146,778.00 shares. Based on historical transaction data and TLH's current price of $100.81, NICOLET ADVISORY SERVICES, LLC's estimated gain on his TLH holdings is $109,811.28, reflecting a 0.70% gain to date.

NICOLET ADVISORY SERVICES, LLC TLH ($100.81) Holding Chart

NICOLET ADVISORY SERVICES, LLC TLH ($100.81) 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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