Number of Shares
68,150.00
Current Holdings Value*
$6.01 Mil
% of Portfolio
3.84%
Total Estimate Gain
$-2.47 Mil
% of Total Estimate Gain
-8.86%

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-06-30, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP held 68,150.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $6.01 Mil. This investment constitutes 3.84% of their stock portfolio, and AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2022Q3. And since then AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP has made 8 purchases of TLT, at an average price of $98.94, for a total of 281,831.00 shares. In addition, there have been 4 sales at an average price of $91.54 for 213,681.00 shares. Based on historical transaction data and TLT's current price of $85.90, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's estimated gain on his TLT holdings is $-2.47 Mil, reflecting a -8.86% gain to date.

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP TLT ($85.90) Holding Chart

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 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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