Wealth Management Associates, Inc. TLT Holdings History
Wealth Management Associates, Inc.'s iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Wealth Management Associates, Inc. held 136,892.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $12.46 Mil. This investment constitutes 5.34% of their stock portfolio, and Wealth Management Associates, Inc. now holds 0.02% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2023Q1. And since then Wealth Management Associates, Inc. has made 8 purchases of TLT, at an average price of $101.57, for a total of 136,892.00 shares. Based on historical transaction data and TLT's current price of $86.52, Wealth Management Associates, Inc.'s estimated gain on his TLT holdings is $-2.06 Mil, reflecting a -14.82% gain to date.
Wealth Management Associates, Inc. TLT ($86.52) Holding Chart
Wealth Management Associates, Inc. TLT ($86.52) 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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