LOWERY THOMAS, LLC TLT Holdings History

Number of Shares
2,807.00
Current Holdings Value*
$255,480.00
% of Portfolio
0.17%
Total Estimate Gain
$-188,306.06
% of Total Estimate Gain
-11.42%

LOWERY THOMAS, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, LOWERY THOMAS, LLC held 2,807.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $255,480.00. This investment constitutes 0.17% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2021Q4. And since then LOWERY THOMAS, LLC has made 1 purchases of TLT, at an average price of $100.92, for a total of 16,335.00 shares. In addition, there have been 2 sales at an average price of $90.24 for 13,528.00 shares. Based on historical transaction data and TLT's current price of $85.32, LOWERY THOMAS, LLC's estimated gain on his TLT holdings is $-188,306.06, reflecting a -11.42% gain to date.

LOWERY THOMAS, LLC TLT ($85.32) Holding Chart

LOWERY THOMAS, LLC TLT ($85.32) 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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