BIRCHBROOK, INC. TLT Holdings History

Number of Shares
76,566.00
Current Holdings Value*
$6.97 Mil
% of Portfolio
3.92%
Total Estimate Gain
$-361,136.94
% of Total Estimate Gain
-4.72%

BIRCHBROOK, INC.'s iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, BIRCHBROOK, INC. held 76,566.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $6.97 Mil. This investment constitutes 3.92% of their stock portfolio, and BIRCHBROOK, INC. now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2023Q4. And since then BIRCHBROOK, INC. has made 3 purchases of TLT, at an average price of $90.76, for a total of 84,366.00 shares. In addition, there have been 2 sales at an average price of $94.97 for 7,800.00 shares. Based on historical transaction data and TLT's current price of $85.62, BIRCHBROOK, INC.'s estimated gain on his TLT holdings is $-361,136.94, reflecting a -4.72% gain to date.

BIRCHBROOK, INC. TLT ($85.62) Holding Chart

BIRCHBROOK, INC. TLT ($85.62) 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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