AFFINITY WEALTH MANAGEMENT LLC TLT Holdings History
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 $85.90, AFFINITY WEALTH MANAGEMENT LLC's estimated gain on his TLT holdings is $2.55 Mil, reflecting a 2.70% gain to date.
AFFINITY WEALTH MANAGEMENT LLC TLT ($85.90) Holding Chart
AFFINITY WEALTH MANAGEMENT LLC TLT ($85.90) 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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