Number of Shares
71,948.00
Current Holdings Value*
$6.55 Mil
% of Portfolio
3.47%
Total Estimate Gain
$-51,738.57
% of Total Estimate Gain
-0.09%

INTERACTIVE FINANCIAL ADVISORS, INC.'s iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, INTERACTIVE FINANCIAL ADVISORS, INC. held 71,948.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $6.55 Mil. This investment constitutes 3.47% of their stock portfolio, and INTERACTIVE FINANCIAL ADVISORS, INC. now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2013Q4. And since then INTERACTIVE FINANCIAL ADVISORS, INC. has made 23 purchases of TLT, at an average price of $120.06, for a total of 457,704.00 shares. In addition, there have been 20 sales at an average price of $126.00 for 385,756.00 shares. Based on historical transaction data and TLT's current price of $87.51, INTERACTIVE FINANCIAL ADVISORS, INC.'s estimated gain on his TLT holdings is $-51,738.57, reflecting a -0.09% gain to date.

INTERACTIVE FINANCIAL ADVISORS, INC. TLT ($87.51) Holding Chart

INTERACTIVE FINANCIAL ADVISORS, INC. TLT ($87.51) 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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