Number of Shares
11,000.00
Current Holdings Value*
$1.00 Mil
% of Portfolio
0.79%
Total Estimate Gain
$-77,500.00
% of Total Estimate Gain
-4.43%

Sugar Maple Asset Management, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Sugar Maple Asset Management, LLC held 11,000.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.00 Mil. This investment constitutes 0.79% of their stock portfolio, and Sugar Maple Asset Management, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2024Q3. And since then Sugar Maple Asset Management, LLC has made 2 purchases of TLT, at an average price of $92.14, for a total of 19,000.00 shares. In addition, there have been 1 sales at an average price of $91.94 for 8,000.00 shares. Based on historical transaction data and TLT's current price of $85.24, Sugar Maple Asset Management, LLC's estimated gain on his TLT holdings is $-77,500.00, reflecting a -4.43% gain to date.

Sugar Maple Asset Management, LLC TLT ($85.24) Holding Chart

Sugar Maple Asset Management, LLC TLT ($85.24) 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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