Number of Shares
104,442.00
Current Holdings Value*
$9.22 Mil
% of Portfolio
6.29%
Total Estimate Gain
$-683,021.14
% of Total Estimate Gain
-5.71%

Braun-Bostich & Associates Inc.'s iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-06-30, Braun-Bostich & Associates Inc. held 104,442.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $9.22 Mil. This investment constitutes 6.29% of their stock portfolio, and Braun-Bostich & Associates Inc. now holds 0.02% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2018Q2. And since then Braun-Bostich & Associates Inc. has made 5 purchases of TLT, at an average price of $92.96, for a total of 128,755.00 shares. In addition, there have been 7 sales at an average price of $95.24 for 24,313.00 shares. Based on historical transaction data and TLT's current price of $85.90, Braun-Bostich & Associates Inc.'s estimated gain on his TLT holdings is $-683,021.14, reflecting a -5.71% gain to date.

Braun-Bostich & Associates Inc. TLT ($85.90) Holding Chart

Braun-Bostich & Associates Inc. TLT ($85.90) 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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