Boomfish Wealth Group, LLC TLT Holdings History
Number of Shares
47,251.00
Current Holdings Value*
$4.30 Mil
% of Portfolio
2.79%
Total Estimate Gain
$-351,539.76
% of Total Estimate Gain
-7.85%
Boomfish Wealth Group, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Boomfish Wealth Group, LLC held 47,251.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $4.30 Mil. This investment constitutes 2.79% of their stock portfolio, and Boomfish Wealth Group, LLC now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q1. And since then Boomfish Wealth Group, LLC has made 5 purchases of TLT, at an average price of $94.83, for a total of 47,251.00 shares. Based on historical transaction data and TLT's current price of $87.39, Boomfish Wealth Group, LLC's estimated gain on his TLT holdings is $-351,539.76, reflecting a -7.85% gain to date.
Boomfish Wealth Group, LLC TLT ($87.39) Holding Chart
Boomfish Wealth Group, LLC TLT ($87.39) 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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