KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT TLT Holdings History
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held 17,569.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.58 Mil. This investment constitutes 0.71% of their stock portfolio, and KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q1. And since then KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT has made 3 purchases of TLT, at an average price of $94.07, for a total of 29,405.00 shares. In addition, there have been 2 sales at an average price of $89.50 for 11,836.00 shares. Based on historical transaction data and TLT's current price of $87.39, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's estimated gain on his TLT holdings is $-171,461.60, reflecting a -6.20% gain to date.
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT TLT ($87.39) Holding Chart
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT TLT ($87.39) 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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