Triad Wealth Partners, LLC TLH Holdings History
Triad Wealth Partners, LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 103,737.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $10.54 Mil. This investment constitutes 2.13% of their stock portfolio, and Triad Wealth Partners, LLC now holds 0.09% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.
The initial trade took place in 2024Q2. And since then Triad Wealth Partners, LLC has made 3 purchases of TLH, at an average price of $100.97, for a total of 103,872.00 shares. In addition, there have been 1 sales at an average price of $107.19 for 135.00 shares. Based on historical transaction data and TLH's current price of $99.56, Triad Wealth Partners, LLC's estimated gain on his TLH holdings is $-145,046.35, reflecting a -1.38% gain to date.
Triad Wealth Partners, LLC TLH ($99.56) Holding Chart
Triad Wealth Partners, LLC TLH ($99.56) 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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