Number of Shares
282,091.00
Current Holdings Value*
$24.89 Mil
% of Portfolio
3.98%
Total Estimate Gain
$2.60 Mil
% of Total Estimate Gain
2.76%

AFFINITY WEALTH MANAGEMENT LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-06-30, AFFINITY WEALTH MANAGEMENT LLC held 282,091.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $24.89 Mil. This investment constitutes 3.98% of their stock portfolio, and AFFINITY WEALTH MANAGEMENT LLC now holds 0.05% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2020Q1. And since then AFFINITY WEALTH MANAGEMENT LLC has made 4 purchases of TLT, at an average price of $113.70, for a total of 830,988.00 shares. In addition, there have been 6 sales at an average price of $132.63 for 548,897.00 shares. Based on historical transaction data and TLT's current price of $86.08, AFFINITY WEALTH MANAGEMENT LLC's estimated gain on his TLT holdings is $2.60 Mil, reflecting a 2.76% gain to date.

AFFINITY WEALTH MANAGEMENT LLC TLT ($86.08) Holding Chart

AFFINITY WEALTH MANAGEMENT LLC TLT ($86.08) 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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