Summit Financial, LLC TLT Holdings History
Summit Financial, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Summit Financial, LLC held 310,659.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $28.28 Mil. This investment constitutes 0.79% of their stock portfolio, and Summit Financial, LLC now holds 0.06% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2023Q1. And since then Summit Financial, LLC has made 6 purchases of TLT, at an average price of $92.80, for a total of 371,646.00 shares. In addition, there have been 3 sales at an average price of $92.31 for 60,987.00 shares. Based on historical transaction data and TLT's current price of $87.32, Summit Financial, LLC's estimated gain on his TLT holdings is $-1.73 Mil, reflecting a -5.03% gain to date.
Summit Financial, LLC TLT ($87.32) Holding Chart
Summit Financial, LLC TLT ($87.32) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
