Kelly Financial Services LLC TLT Holdings History
Kelly Financial Services LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Kelly Financial Services LLC held 4,326.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $381,800.00. This investment constitutes 0.11% of their stock portfolio, and Kelly Financial Services LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2019Q3. And since then Kelly Financial Services LLC has made 15 purchases of TLT, at an average price of $119.27, for a total of 204,124.00 shares. In addition, there have been 6 sales at an average price of $117.58 for 199,798.00 shares. Based on historical transaction data and TLT's current price of $85.11, Kelly Financial Services LLC's estimated gain on his TLT holdings is $-484,791.57, reflecting a -1.99% gain to date.
Kelly Financial Services LLC TLT ($85.11) Holding Chart
Kelly Financial Services LLC TLT ($85.11) 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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