SHELTON WEALTH MANAGEMENT, LLC TLT Holdings History
SHELTON WEALTH MANAGEMENT, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, SHELTON WEALTH MANAGEMENT, LLC held 38,502.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $3.50 Mil. This investment constitutes 1.91% of their stock portfolio, and SHELTON WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2022Q2. And since then SHELTON WEALTH MANAGEMENT, LLC has made 8 purchases of TLT, at an average price of $99.84, for a total of 167,024.00 shares. In addition, there have been 4 sales at an average price of $91.26 for 128,522.00 shares. Based on historical transaction data and TLT's current price of $87.92, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his TLT holdings is $-1.56 Mil, reflecting a -9.36% gain to date.
SHELTON WEALTH MANAGEMENT, LLC TLT ($87.92) Holding Chart
SHELTON WEALTH MANAGEMENT, LLC TLT ($87.92) 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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