U S WEALTH GROUP, LLC. TLT Holdings History
U S WEALTH GROUP, LLC.'s iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, U S WEALTH GROUP, LLC. held 89,073.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $8.11 Mil. This investment constitutes 7.84% of their stock portfolio, and U S WEALTH GROUP, LLC. now holds 0.02% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $89.02 for 1,623.00 shares. Based on historical transaction data and TLT's current price of $85.24, U S WEALTH GROUP, LLC.'s estimated gain on his TLT holdings is $-601,528.26, reflecting a -7.21% gain to date.
U S WEALTH GROUP, LLC. TLT ($85.24) Holding Chart
U S WEALTH GROUP, 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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