WOOSTER CORTHELL WEALTH MANAGEMENT, INC. TLT Holdings History
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 88,230.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $8.03 Mil. This investment constitutes 1.64% of their stock portfolio, and WOOSTER CORTHELL WEALTH MANAGEMENT, INC. now holds 0.02% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2020Q1. And since then WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has made 17 purchases of TLT, at an average price of $124.63, for a total of 108,465.00 shares. In addition, there have been 4 sales at an average price of $113.70 for 20,235.00 shares. Based on historical transaction data and TLT's current price of $86.54, WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s estimated gain on his TLT holdings is $-3.58 Mil, reflecting a -26.49% gain to date.
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. TLT ($86.54) Holding Chart
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. TLT ($86.54) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
