TPB WEALTH ADVISORS TLT Holdings History
TPB WEALTH ADVISORS's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2023-03-31, TPB WEALTH ADVISORS held 247,527.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $26.33 Mil. This investment constitutes 14.35% of their stock portfolio, and TPB WEALTH ADVISORS now holds 0.07% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2020Q4. And since then TPB WEALTH ADVISORS has made 7 purchases of TLT, at an average price of $129.51, for a total of 419,949.00 shares. In addition, there have been 2 sales at an average price of $100.58 for 172,422.00 shares. Based on historical transaction data and TLT's current price of $85.13, TPB WEALTH ADVISORS's estimated gain on his TLT holdings is $-15.97 Mil, reflecting a -29.37% gain to date.
TPB WEALTH ADVISORS TLT ($85.13) Holding Chart
TPB WEALTH ADVISORS TLT ($85.13) 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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