Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-59,233.72
% of Total Estimate Gain
-2.80%

Defined Financial Planning LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, Defined Financial Planning LLC held - shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling N/A. This investment constitutes 0% of their stock portfolio, and Defined Financial Planning LLC now holds 0% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2024Q4. And since then Defined Financial Planning LLC has made 1 purchases of TLH, at an average price of $103.30, for a total of 20,465.00 shares. In addition, there have been 1 sales at an average price of $100.41 for 20,465.00 shares. Based on historical transaction data and TLH's current price of $99.56, Defined Financial Planning LLC's estimated gain on his TLH holdings is $-59,233.72, reflecting a -2.80% gain to date.

Defined Financial Planning LLC TLH ($99.56) Holding Chart

Defined Financial Planning LLC TLH ($99.56) 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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