Number of Shares
1.66 Mil
Current Holdings Value*
$165.46 Mil
% of Portfolio
3.75%
Total Estimate Gain
$-120.50 Mil
% of Total Estimate Gain
-13.06%

Richard Bernstein Advisors LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2024-12-31, Richard Bernstein Advisors LLC held 1.66 Mil shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $165.46 Mil. This investment constitutes 3.75% of their stock portfolio, and Richard Bernstein Advisors LLC now holds 2.34% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2020Q4. And since then Richard Bernstein Advisors LLC has made 8 purchases of TLH, at an average price of $120.63, for a total of 7.65 Mil shares. In addition, there have been 9 sales at an average price of $105.68 for 5.99 Mil shares. Based on historical transaction data and TLH's current price of $101.96, Richard Bernstein Advisors LLC's estimated gain on his TLH holdings is $-120.50 Mil, reflecting a -13.06% gain to date.

Richard Bernstein Advisors LLC TLH ($101.96) Holding Chart

Richard Bernstein Advisors LLC TLH ($101.96) 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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