BBJS FINANCIAL ADVISORS, LLC TLT Holdings History
BBJS FINANCIAL ADVISORS, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 29,965.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $2.94 Mil. This investment constitutes 1.05% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2023Q3. And since then BBJS FINANCIAL ADVISORS, LLC has made 2 purchases of TLT, at an average price of $96.22, for a total of 87,370.00 shares. In addition, there have been 3 sales at an average price of $90.41 for 57,405.00 shares. Based on historical transaction data and TLT's current price of $85.79, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his TLT holdings is $-646,271.45, reflecting a -7.69% gain to date.
BBJS FINANCIAL ADVISORS, LLC TLT ($85.79) Holding Chart
BBJS FINANCIAL ADVISORS, LLC TLT ($85.79) 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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