BOYUM WEALTH ARCHITECTS LLC TLT Holdings History
Number of Shares
15,937.00
Current Holdings Value*
$1.41 Mil
% of Portfolio
1.04%
Total Estimate Gain
$-80,641.11
% of Total Estimate Gain
-3.30%
BOYUM WEALTH ARCHITECTS LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-06-30, BOYUM WEALTH ARCHITECTS LLC held 15,937.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.41 Mil. This investment constitutes 1.04% of their stock portfolio, and BOYUM WEALTH ARCHITECTS LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $87.25 for 11,525.00 shares. Based on historical transaction data and TLT's current price of $85.24, BOYUM WEALTH ARCHITECTS LLC's estimated gain on his TLT holdings is $-80,641.11, reflecting a -3.30% gain to date.
BOYUM WEALTH ARCHITECTS LLC TLT ($85.24) Holding Chart
BOYUM WEALTH ARCHITECTS LLC TLT ($85.24) 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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