Number of Shares
107,530.00
Current Holdings Value*
$9.38 Mil
% of Portfolio
6.44%
Total Estimate Gain
$-852,190.83
% of Total Estimate Gain
-7.62%

FPC INVESTMENT ADVISORY, INC.'s iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, FPC INVESTMENT ADVISORY, INC. held 107,530.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $9.38 Mil. This investment constitutes 6.44% of their stock portfolio, and FPC INVESTMENT ADVISORY, INC. now holds 0.02% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2024Q1. And since then FPC INVESTMENT ADVISORY, INC. has made 3 purchases of TLT, at an average price of $93.75, for a total of 119,260.00 shares. In addition, there have been 1 sales at an average price of $91.94 for 11,730.00 shares. Based on historical transaction data and TLT's current price of $86.02, FPC INVESTMENT ADVISORY, INC.'s estimated gain on his TLT holdings is $-852,190.83, reflecting a -7.62% gain to date.

FPC INVESTMENT ADVISORY, INC. TLT ($86.02) Holding Chart

FPC INVESTMENT ADVISORY, INC. TLT ($86.02) 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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