Number of Shares
3,254.00
Current Holdings Value*
$296,210.00
% of Portfolio
0.2%
Total Estimate Gain
$-88,238.61
% of Total Estimate Gain
-5.17%

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 $86.52, ESG Planning DBA Harper Investing's estimated gain on his TLT holdings is $-88,238.61, reflecting a -5.17% gain to date.

ESG Planning DBA Harper Investing TLT ($86.52) Holding Chart

ESG Planning DBA Harper Investing TLT ($86.52) 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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