EHRLICH FINANCIAL GROUP TLT Holdings History
EHRLICH FINANCIAL GROUP's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-06-30, EHRLICH FINANCIAL GROUP held 11,781.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.04 Mil. This investment constitutes 0.67% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2023Q4. And since then EHRLICH FINANCIAL GROUP has made 4 purchases of TLT, at an average price of $93.10, for a total of 38,548.00 shares. In addition, there have been 2 sales at an average price of $88.87 for 26,767.00 shares. Based on historical transaction data and TLT's current price of $85.08, EHRLICH FINANCIAL GROUP's estimated gain on his TLT holdings is $-207,688.04, reflecting a -5.79% gain to date.
EHRLICH FINANCIAL GROUP TLT ($85.08) Holding Chart
EHRLICH FINANCIAL GROUP TLT ($85.08) 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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