Twin Peaks Wealth Advisors, LLC TLH Holdings History
Number of Shares
13,695.00
Current Holdings Value*
$1.38 Mil
% of Portfolio
0.63%
Total Estimate Gain
$-24,582.52
% of Total Estimate Gain
-1.77%
Twin Peaks Wealth Advisors, LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Twin Peaks Wealth Advisors, LLC held 13,695.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $1.38 Mil. This investment constitutes 0.63% of their stock portfolio, and Twin Peaks Wealth Advisors, LLC now holds 0.01% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.
The initial trade took place in 2025Q1. And since then Twin Peaks Wealth Advisors, LLC has made 1 purchases of TLH, at an average price of $101.36, for a total of 13,695.00 shares. Based on historical transaction data and TLH's current price of $99.57, Twin Peaks Wealth Advisors, LLC's estimated gain on his TLH holdings is $-24,582.52, reflecting a -1.77% gain to date.
Twin Peaks Wealth Advisors, LLC TLH ($99.57) Holding Chart
Twin Peaks Wealth Advisors, LLC TLH ($99.57) 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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