Number of Shares
7,583.00
Current Holdings Value*
$690,310.00
% of Portfolio
0.13%
Total Estimate Gain
$-746,002.23
% of Total Estimate Gain
-2.51%

Buck Wealth Strategies, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Buck Wealth Strategies, LLC held 7,583.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $690,310.00. This investment constitutes 0.13% of their stock portfolio, and Buck Wealth Strategies, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2022Q3. And since then Buck Wealth Strategies, LLC has made 4 purchases of TLT, at an average price of $93.92, for a total of 316,961.00 shares. In addition, there have been 4 sales at an average price of $91.67 for 309,378.00 shares. Based on historical transaction data and TLT's current price of $87.39, Buck Wealth Strategies, LLC's estimated gain on his TLT holdings is $-746,002.23, reflecting a -2.51% gain to date.

Buck Wealth Strategies, LLC TLT ($87.39) Holding Chart

Buck Wealth Strategies, 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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