Number of Shares
7,086.00
Current Holdings Value*
$735,120.00
% of Portfolio
0.17%
Total Estimate Gain
$-45,203.51
% of Total Estimate Gain
-3.04%

Sovereign Financial Group, Inc.'s iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Sovereign Financial Group, Inc. held 7,086.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $735,120.00. This investment constitutes 0.17% of their stock portfolio, and Sovereign Financial Group, Inc. now holds 0.01% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2022Q2. And since then Sovereign Financial Group, Inc. has made 6 purchases of TLH, at an average price of $106.61, for a total of 13,946.00 shares. In addition, there have been 6 sales at an average price of $107.95 for 6,860.00 shares. Based on historical transaction data and TLH's current price of $98.94, Sovereign Financial Group, Inc.'s estimated gain on his TLH holdings is $-45,203.51, reflecting a -3.04% gain to date.

Sovereign Financial Group, Inc. TLH ($98.94) Holding Chart

Sovereign Financial Group, Inc. TLH ($98.94) 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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