SlateStone Wealth, LLC TLT Holdings History
SlateStone Wealth, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, SlateStone Wealth, LLC held 197,519.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $17.98 Mil. This investment constitutes 1.8% of their stock portfolio, and SlateStone Wealth, LLC now holds 0.04% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2020Q1. And since then SlateStone Wealth, LLC has made 12 purchases of TLT, at an average price of $99.78, for a total of 213,851.00 shares. In addition, there have been 2 sales at an average price of $99.29 for 16,332.00 shares. Based on historical transaction data and TLT's current price of $87.59, SlateStone Wealth, LLC's estimated gain on his TLT holdings is $-2.42 Mil, reflecting a -11.32% gain to date.
SlateStone Wealth, LLC TLT ($87.59) Holding Chart
SlateStone Wealth, LLC TLT ($87.59) 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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