Number of Shares
87,482.00
Current Holdings Value*
$7.96 Mil
% of Portfolio
1.98%
Total Estimate Gain
$-844,748.85
% of Total Estimate Gain
-9.15%

Quadrant Private Wealth Management, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Quadrant Private Wealth Management, LLC held 87,482.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $7.96 Mil. This investment constitutes 1.98% of their stock portfolio, and Quadrant Private Wealth Management, LLC now holds 0.02% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2022Q4. And since then Quadrant Private Wealth Management, LLC has made 8 purchases of TLT, at an average price of $95.21, for a total of 96,922.00 shares. In addition, there have been 2 sales at an average price of $92.65 for 9,440.00 shares. Based on historical transaction data and TLT's current price of $85.83, Quadrant Private Wealth Management, LLC's estimated gain on his TLT holdings is $-844,748.85, reflecting a -9.15% gain to date.

Quadrant Private Wealth Management, LLC TLT ($85.83) Holding Chart

Quadrant Private Wealth Management, LLC TLT ($85.83) 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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