Shared Vision Wealth Group LLC TLT Holdings History
Shared Vision Wealth Group LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 12,509.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.14 Mil. This investment constitutes 0.62% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2023Q4. And since then Shared Vision Wealth Group LLC has made 1 purchases of TLT, at an average price of $90.44, for a total of 47,941.00 shares. In addition, there have been 4 sales at an average price of $92.12 for 35,432.00 shares. Based on historical transaction data and TLT's current price of $85.11, Shared Vision Wealth Group LLC's estimated gain on his TLT holdings is $-7,440.10, reflecting a -0.17% gain to date.
Shared Vision Wealth Group LLC TLT ($85.11) Holding Chart
Shared Vision Wealth Group LLC TLT ($85.11) 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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