Number of Shares
21,579.00
Current Holdings Value*
$1.96 Mil
% of Portfolio
0.11%
Total Estimate Gain
$-3.48 Mil
% of Total Estimate Gain
-10.30%

Stratos Wealth Advisors, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Stratos Wealth Advisors, LLC held 21,579.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.96 Mil. This investment constitutes 0.11% of their stock portfolio, and Stratos Wealth Advisors, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2020Q1. And since then Stratos Wealth Advisors, LLC has made 11 purchases of TLT, at an average price of $107.42, for a total of 314,677.00 shares. In addition, there have been 6 sales at an average price of $97.12 for 293,098.00 shares. Based on historical transaction data and TLT's current price of $85.90, Stratos Wealth Advisors, LLC's estimated gain on his TLT holdings is $-3.48 Mil, reflecting a -10.30% gain to date.

Stratos Wealth Advisors, LLC TLT ($85.90) Holding Chart

Stratos Wealth Advisors, LLC TLT ($85.90) 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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