ONE WEALTH CAPITAL MANAGEMENT, LLC TLH Holdings History
ONE WEALTH CAPITAL MANAGEMENT, LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, ONE WEALTH CAPITAL MANAGEMENT, LLC held 28,336.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $2.94 Mil. This investment constitutes 1.58% of their stock portfolio, and ONE WEALTH CAPITAL MANAGEMENT, LLC now holds 0.03% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.
The initial trade took place in 2024Q4. And since then ONE WEALTH CAPITAL MANAGEMENT, LLC has made 1 purchases of TLH, at an average price of $102.29, for a total of 28,336.00 shares. Based on historical transaction data and TLH's current price of $98.94, ONE WEALTH CAPITAL MANAGEMENT, LLC's estimated gain on his TLH holdings is $-94,827.74, reflecting a -3.27% gain to date.
ONE WEALTH CAPITAL MANAGEMENT, LLC TLH ($98.94) Holding Chart
ONE WEALTH CAPITAL MANAGEMENT, LLC TLH ($98.94) 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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