Joule Financial, LLC TLT Holdings History
Joule Financial, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Joule Financial, LLC held 55,383.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $4.89 Mil. This investment constitutes 1.59% of their stock portfolio, and Joule Financial, LLC now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2022Q2. And since then Joule Financial, LLC has made 8 purchases of TLT, at an average price of $98.29, for a total of 110,746.00 shares. In addition, there have been 4 sales at an average price of $95.66 for 55,363.00 shares. Based on historical transaction data and TLT's current price of $86.08, Joule Financial, LLC's estimated gain on his TLT holdings is $-822,685.18, reflecting a -7.56% gain to date.
Joule Financial, LLC TLT ($86.08) Holding Chart
Joule Financial, LLC TLT ($86.08) 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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