SWP FINANCIAL LLC TLT Holdings History
SWP FINANCIAL LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held - shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling N/A. This investment constitutes 0% of their stock portfolio, and SWP FINANCIAL LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q4. And since then SWP FINANCIAL LLC has made 1 purchases of TLT, at an average price of $91.94, for a total of 22,300.00 shares. In addition, there have been 1 sales at an average price of $89.02 for 22,300.00 shares. Based on historical transaction data and TLT's current price of $87.39, SWP FINANCIAL LLC's estimated gain on his TLT holdings is $-65,116.00, reflecting a -3.18% gain to date.
SWP FINANCIAL LLC TLT ($87.39) Holding Chart
SWP FINANCIAL LLC TLT ($87.39) 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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