WATERSHED PRIVATE WEALTH LLC TLT Holdings History
WATERSHED PRIVATE WEALTH LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-06-30, WATERSHED PRIVATE WEALTH LLC held 3,761.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $331,930.00. This investment constitutes 0.12% of their stock portfolio, and WATERSHED PRIVATE WEALTH LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q1. And since then WATERSHED PRIVATE WEALTH LLC has made 3 purchases of TLT, at an average price of $93.88, for a total of 24,010.00 shares. In addition, there have been 3 sales at an average price of $88.96 for 20,249.00 shares. Based on historical transaction data and TLT's current price of $86.03, WATERSHED PRIVATE WEALTH LLC's estimated gain on his TLT holdings is $-129,093.64, reflecting a -5.73% gain to date.
WATERSHED PRIVATE WEALTH LLC TLT ($86.03) Holding Chart
WATERSHED PRIVATE WEALTH LLC TLT ($86.03) 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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