STONEHAVEN WEALTH & TAX SOLUTIONS, LLC TLT Holdings History
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 27,850.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $2.54 Mil. This investment constitutes 2.68% of their stock portfolio, and STONEHAVEN WEALTH & TAX SOLUTIONS, LLC now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q4. And since then STONEHAVEN WEALTH & TAX SOLUTIONS, LLC has made 1 purchases of TLT, at an average price of $90.76, for a total of 27,850.00 shares. Based on historical transaction data and TLT's current price of $86.02, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's estimated gain on his TLT holdings is $-132,001.56, reflecting a -5.22% gain to date.
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC TLT ($86.02) Holding Chart
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC TLT ($86.02) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
