Number of Shares
10,919.00
Current Holdings Value*
$1.13 Mil
% of Portfolio
0.68%
Total Estimate Gain
$-41,762.84
% of Total Estimate Gain
-1.51%

Copperleaf Capital, LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Copperleaf Capital, LLC held 10,919.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $1.13 Mil. This investment constitutes 0.68% of their stock portfolio, and Copperleaf Capital, LLC now holds 0.01% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2022Q4. And since then Copperleaf Capital, LLC has made 3 purchases of TLH, at an average price of $106.17, for a total of 26,048.00 shares. In addition, there have been 2 sales at an average price of $108.63 for 15,129.00 shares. Based on historical transaction data and TLH's current price of $98.94, Copperleaf Capital, LLC's estimated gain on his TLH holdings is $-41,762.84, reflecting a -1.51% gain to date.

Copperleaf Capital, LLC TLH ($98.94) Holding Chart

Copperleaf Capital, LLC TLH ($98.94) 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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