Number of Shares
4,035.00
Current Holdings Value*
$367,340.00
% of Portfolio
0.05%
Total Estimate Gain
$-256,149.39
% of Total Estimate Gain
-6.38%

CAHILL FINANCIAL ADVISORS INC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, CAHILL FINANCIAL ADVISORS INC held 4,035.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $367,340.00. This investment constitutes 0.05% of their stock portfolio, and CAHILL FINANCIAL ADVISORS INC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2023Q3. And since then CAHILL FINANCIAL ADVISORS INC has made 5 purchases of TLT, at an average price of $95.37, for a total of 42,099.00 shares. In addition, there have been 2 sales at an average price of $89.46 for 38,064.00 shares. Based on historical transaction data and TLT's current price of $87.64, CAHILL FINANCIAL ADVISORS INC's estimated gain on his TLT holdings is $-256,149.39, reflecting a -6.38% gain to date.

CAHILL FINANCIAL ADVISORS INC TLT ($87.64) Holding Chart

CAHILL FINANCIAL ADVISORS INC TLT ($87.64) 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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