ESG Planning DBA Harper Investing TLT Holdings History
ESG Planning DBA Harper Investing's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, ESG Planning DBA Harper Investing held 3,254.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $296,210.00. This investment constitutes 0.2% of their stock portfolio, and ESG Planning DBA Harper Investing now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q1. And since then ESG Planning DBA Harper Investing has made 3 purchases of TLT, at an average price of $93.89, for a total of 18,194.00 shares. In addition, there have been 2 sales at an average price of $89.59 for 14,940.00 shares. Based on historical transaction data and TLT's current price of $86.09, ESG Planning DBA Harper Investing's estimated gain on his TLT holdings is $-89,654.10, reflecting a -5.25% gain to date.
ESG Planning DBA Harper Investing TLT ($86.09) Holding Chart
ESG Planning DBA Harper Investing TLT ($86.09) 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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