SWMG, LLC TLH Holdings History

Number of Shares
42,354.00
Current Holdings Value*
$4.32 Mil
% of Portfolio
1.71%
Total Estimate Gain
$-493,318.10
% of Total Estimate Gain
-7.14%

SWMG, LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, SWMG, LLC held 42,354.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $4.32 Mil. This investment constitutes 1.71% of their stock portfolio, and SWMG, LLC now holds 0.04% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2021Q3. And since then SWMG, LLC has made 10 purchases of TLH, at an average price of $108.62, for a total of 63,580.00 shares. In addition, there have been 3 sales at an average price of $104.71 for 21,226.00 shares. Based on historical transaction data and TLH's current price of $98.94, SWMG, LLC's estimated gain on his TLH holdings is $-493,318.10, reflecting a -7.14% gain to date.

SWMG, LLC TLH ($98.94) Holding Chart

SWMG, LLC TLH ($98.94) 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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