Number of Shares
59,635.00
Current Holdings Value*
$5.43 Mil
% of Portfolio
3.7%
Total Estimate Gain
$-302,189.08
% of Total Estimate Gain
-5.55%

Kiker Wealth Management, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Kiker Wealth Management, LLC held 59,635.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $5.43 Mil. This investment constitutes 3.7% of their stock portfolio, and Kiker Wealth Management, LLC now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2024Q4. And since then Kiker Wealth Management, LLC has made 1 purchases of TLT, at an average price of $91.37, for a total of 59,635.00 shares. Based on historical transaction data and TLT's current price of $86.30, Kiker Wealth Management, LLC's estimated gain on his TLT holdings is $-302,189.08, reflecting a -5.55% gain to date.

Kiker Wealth Management, LLC TLT ($86.30) Holding Chart

Kiker Wealth Management, LLC TLT ($86.30) 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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