Klaas Financial Asset Advisors, LLC TLT Holdings History
Klaas Financial Asset Advisors, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Klaas Financial Asset Advisors, LLC held 100,293.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $9.13 Mil. This investment constitutes 1.57% of their stock portfolio, and Klaas Financial Asset Advisors, LLC now holds 0.02% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2020Q4. And since then Klaas Financial Asset Advisors, LLC has made 15 purchases of TLT, at an average price of $143.20, for a total of 181,301.00 shares. In addition, there have been 2 sales at an average price of $116.23 for 81,008.00 shares. Based on historical transaction data and TLT's current price of $86.66, Klaas Financial Asset Advisors, LLC's estimated gain on his TLT holdings is $-7.86 Mil, reflecting a -30.26% gain to date.
Klaas Financial Asset Advisors, LLC TLT ($86.66) Holding Chart
Klaas Financial Asset Advisors, LLC TLT ($86.66) 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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