Shared Vision Wealth Group LLC TLH Holdings History
Shared Vision Wealth Group LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 34,583.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $3.59 Mil. This investment constitutes 1.96% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0.03% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.
The initial trade took place in 2023Q4. And since then Shared Vision Wealth Group LLC has made 3 purchases of TLH, at an average price of $101.33, for a total of 36,287.00 shares. In addition, there have been 2 sales at an average price of $104.62 for 1,704.00 shares. Based on historical transaction data and TLH's current price of $98.70, Shared Vision Wealth Group LLC's estimated gain on his TLH holdings is $-85,253.56, reflecting a -2.32% gain to date.
Shared Vision Wealth Group LLC TLH ($98.70) Holding Chart
Shared Vision Wealth Group LLC TLH ($98.70) 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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