FUTURE YOU WEALTH LLC TLT Holdings History
Number of Shares
12,952.00
Current Holdings Value*
$1.18 Mil
% of Portfolio
0.76%
Total Estimate Gain
$-38,726.48
% of Total Estimate Gain
-3.36%
FUTURE YOU WEALTH LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, FUTURE YOU WEALTH LLC held 12,952.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.18 Mil. This investment constitutes 0.76% of their stock portfolio, and FUTURE YOU WEALTH LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2025Q1. And since then FUTURE YOU WEALTH LLC has made 1 purchases of TLT, at an average price of $89.02, for a total of 12,952.00 shares. Based on historical transaction data and TLT's current price of $86.03, FUTURE YOU WEALTH LLC's estimated gain on his TLT holdings is $-38,726.48, reflecting a -3.36% gain to date.
FUTURE YOU WEALTH LLC TLT ($86.03) Holding Chart
FUTURE YOU WEALTH LLC TLT ($86.03) 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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