One Wealth Advisors, LLC TLT Holdings History
One Wealth Advisors, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, One Wealth Advisors, LLC held 18,075.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.65 Mil. This investment constitutes 0.25% of their stock portfolio, and One Wealth Advisors, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2020Q4. And since then One Wealth Advisors, LLC has made 12 purchases of TLT, at an average price of $99.88, for a total of 161,165.00 shares. In addition, there have been 6 sales at an average price of $91.43 for 143,090.00 shares. Based on historical transaction data and TLT's current price of $84.98, One Wealth Advisors, LLC's estimated gain on his TLT holdings is $-1.48 Mil, reflecting a -9.19% gain to date.
One Wealth Advisors, LLC TLT ($84.98) Holding Chart
One Wealth Advisors, LLC TLT ($84.98) 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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