Number of Shares
43,981.00
Current Holdings Value*
$4.56 Mil
% of Portfolio
1.74%
Total Estimate Gain
$-793,187.35
% of Total Estimate Gain
-9.06%

Keystone Financial Services's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Keystone Financial Services held 43,981.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $4.56 Mil. This investment constitutes 1.74% of their stock portfolio, and Keystone Financial Services now holds 0.05% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2021Q4. And since then Keystone Financial Services has made 6 purchases of TLH, at an average price of $113.20, for a total of 77,311.00 shares. In addition, there have been 2 sales at an average price of $107.40 for 33,330.00 shares. Based on historical transaction data and TLH's current price of $99.56, Keystone Financial Services's estimated gain on his TLH holdings is $-793,187.35, reflecting a -9.06% gain to date.

Keystone Financial Services TLH ($99.56) Holding Chart

Keystone Financial Services TLH ($99.56) 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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