Number of Shares
13,222.00
Current Holdings Value*
$1.20 Mil
% of Portfolio
0.57%
Total Estimate Gain
$-128,568.45
% of Total Estimate Gain
-4.18%

Flagship Private Wealth, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Flagship Private Wealth, LLC held 13,222.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.20 Mil. This investment constitutes 0.57% of their stock portfolio, and Flagship Private Wealth, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2020Q4. And since then Flagship Private Wealth, LLC has made 2 purchases of TLT, at an average price of $93.79, for a total of 32,772.00 shares. In addition, there have been 2 sales at an average price of $92.47 for 19,550.00 shares. Based on historical transaction data and TLT's current price of $86.02, Flagship Private Wealth, LLC's estimated gain on his TLT holdings is $-128,568.45, reflecting a -4.18% gain to date.

Flagship Private Wealth, LLC TLT ($86.02) Holding Chart

Flagship Private Wealth, LLC 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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