U.S. Capital Wealth Advisors, LLC TLT Holdings History
U.S. Capital Wealth Advisors, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, U.S. Capital Wealth Advisors, LLC held 526,920.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $47.97 Mil. This investment constitutes 1.47% of their stock portfolio, and U.S. Capital Wealth Advisors, LLC now holds 0.1% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2021Q3. And since then U.S. Capital Wealth Advisors, LLC has made 7 purchases of TLT, at an average price of $92.84, for a total of 1.72 Mil shares. In addition, there have been 7 sales at an average price of $91.80 for 1.20 Mil shares. Based on historical transaction data and TLT's current price of $86.13, U.S. Capital Wealth Advisors, LLC's estimated gain on his TLT holdings is $-4.77 Mil, reflecting a -2.98% gain to date.
U.S. Capital Wealth Advisors, LLC TLT ($86.13) Holding Chart
U.S. Capital Wealth Advisors, LLC TLT ($86.13) 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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