Number of Shares
60,959.00
Current Holdings Value*
$5.38 Mil
% of Portfolio
1.76%
Total Estimate Gain
$-684,455.35
% of Total Estimate Gain
-0.86%

Kaydan Wealth Management, Inc.'s iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-06-30, Kaydan Wealth Management, Inc. held 60,959.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $5.38 Mil. This investment constitutes 1.76% of their stock portfolio, and Kaydan Wealth Management, Inc. now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2022Q4. And since then Kaydan Wealth Management, Inc. has made 4 purchases of TLT, at an average price of $95.03, for a total of 840,541.00 shares. In addition, there have been 6 sales at an average price of $94.92 for 779,582.00 shares. Based on historical transaction data and TLT's current price of $85.24, Kaydan Wealth Management, Inc.'s estimated gain on his TLT holdings is $-684,455.35, reflecting a -0.86% gain to date.

Kaydan Wealth Management, Inc. TLT ($85.24) Holding Chart

Kaydan Wealth Management, Inc. TLT ($85.24) 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 %

Top Ranked Articles

  • 1