SWP FINANCIAL LLC TLH Holdings History
Number of Shares
35,203.00
Current Holdings Value*
$3.65 Mil
% of Portfolio
2.23%
Total Estimate Gain
$-19,361.65
% of Total Estimate Gain
-0.54%
SWP FINANCIAL LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held 35,203.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $3.65 Mil. This investment constitutes 2.23% of their stock portfolio, and SWP FINANCIAL LLC now holds 0.04% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.
The initial trade took place in 2025Q1. And since then SWP FINANCIAL LLC has made 1 purchases of TLH, at an average price of $101.36, for a total of 35,203.00 shares. Based on historical transaction data and TLH's current price of $100.81, SWP FINANCIAL LLC's estimated gain on his TLH holdings is $-19,361.65, reflecting a -0.54% gain to date.
SWP FINANCIAL LLC TLH ($100.81) Holding Chart
SWP FINANCIAL LLC TLH ($100.81) 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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