Spectrum Planning & Advisory Services Inc. TLH Holdings History
Spectrum Planning & Advisory Services Inc.'s iShares 10-20 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Spectrum Planning & Advisory Services Inc. held 26,861.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $2.73 Mil. This investment constitutes 1.77% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0.02% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.
The initial trade took place in 2021Q3. And since then Spectrum Planning & Advisory Services Inc. has made 5 purchases of TLH, at an average price of $111.76, for a total of 35,879.00 shares. In addition, there have been 3 sales at an average price of $111.42 for 9,018.00 shares. Based on historical transaction data and TLH's current price of $98.94, Spectrum Planning & Advisory Services Inc.'s estimated gain on his TLH holdings is $-347,530.86, reflecting a -8.67% gain to date.
Spectrum Planning & Advisory Services Inc. TLH ($98.94) Holding Chart
Spectrum Planning & Advisory Services 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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