Navigation Wealth Management, Inc. TLT Holdings History
Navigation Wealth Management, Inc.'s iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Navigation Wealth Management, Inc. held 58,131.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $5.13 Mil. This investment constitutes 7.55% of their stock portfolio, and Navigation Wealth Management, Inc. now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2020Q4. And since then Navigation Wealth Management, Inc. has made 3 purchases of TLT, at an average price of $136.41, for a total of 227,744.00 shares. In addition, there have been 2 sales at an average price of $143.16 for 169,613.00 shares. Based on historical transaction data and TLT's current price of $85.24, Navigation Wealth Management, Inc.'s estimated gain on his TLT holdings is $-1.83 Mil, reflecting a -5.89% gain to date.
Navigation Wealth Management, Inc. TLT ($85.24) Holding Chart
Navigation 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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