Octavia Wealth Advisors, LLC TLH Holdings History
Octavia Wealth Advisors, LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Octavia Wealth Advisors, LLC held - shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling N/A. This investment constitutes 0% of their stock portfolio, and Octavia Wealth Advisors, LLC now holds 0% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.
The initial trade took place in 2025Q1. And since then Octavia Wealth Advisors, LLC has made 1 purchases of TLH, at an average price of $101.36, for a total of 78,532.00 shares. In addition, there have been 1 sales at an average price of $100.41 for 78,532.00 shares. Based on historical transaction data and TLH's current price of $98.94, Octavia Wealth Advisors, LLC's estimated gain on his TLH holdings is $-74,605.40, reflecting a -0.94% gain to date.
Octavia Wealth Advisors, LLC TLH ($98.94) Holding Chart
Octavia Wealth Advisors, 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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