Ball & Co Wealth Management Inc. TLT Holdings History
Ball & Co Wealth Management Inc.'s iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Ball & Co Wealth Management Inc. held 73,022.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $6.65 Mil. This investment constitutes 7.13% of their stock portfolio, and Ball & Co Wealth Management Inc. now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2025Q1. And since then Ball & Co Wealth Management Inc. has made 1 purchases of TLT, at an average price of $89.02, for a total of 73,022.00 shares. Based on historical transaction data and TLT's current price of $86.50, Ball & Co Wealth Management Inc.'s estimated gain on his TLT holdings is $-184,380.55, reflecting a -2.84% gain to date.
Ball & Co Wealth Management Inc. TLT ($86.50) Holding Chart
Ball & Co Wealth Management Inc. TLT ($86.50) 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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