SFG Wealth Management, LLC. TLH Holdings History
Number of Shares
17,755.00
Current Holdings Value*
$1.84 Mil
% of Portfolio
0.9%
Total Estimate Gain
$-22,193.75
% of Total Estimate Gain
-1.23%
SFG Wealth Management, LLC.'s iShares 10-20 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held 17,755.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $1.84 Mil. This investment constitutes 0.9% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.02% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.
The initial trade took place in 2025Q1. And since then SFG Wealth Management, LLC. has made 1 purchases of TLH, at an average price of $101.36, for a total of 17,755.00 shares. Based on historical transaction data and TLH's current price of $100.11, SFG Wealth Management, LLC.'s estimated gain on his TLH holdings is $-22,193.75, reflecting a -1.23% gain to date.
SFG Wealth Management, LLC. TLH ($100.11) Holding Chart
SFG Wealth Management, LLC. TLH ($100.11) 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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