Number of Shares
46,547.00
Current Holdings Value*
$4.73 Mil
% of Portfolio
1.72%
Total Estimate Gain
$-105,216.01
% of Total Estimate Gain
-2.17%

WATERSHED PRIVATE WEALTH LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, WATERSHED PRIVATE WEALTH LLC held 46,547.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $4.73 Mil. This investment constitutes 1.72% of their stock portfolio, and WATERSHED PRIVATE WEALTH LLC now holds 0.04% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2024Q1. And since then WATERSHED PRIVATE WEALTH LLC has made 5 purchases of TLH, at an average price of $101.86, for a total of 47,649.00 shares. In addition, there have been 1 sales at an average price of $103.37 for 1,102.00 shares. Based on historical transaction data and TLH's current price of $99.56, WATERSHED PRIVATE WEALTH LLC's estimated gain on his TLH holdings is $-105,216.01, reflecting a -2.17% gain to date.

WATERSHED PRIVATE WEALTH LLC TLH ($99.56) Holding Chart

WATERSHED PRIVATE WEALTH 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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