Legacy Advisory Services, LLC TLT Holdings History
Number of Shares
125,436.00
Current Holdings Value*
$11.42 Mil
% of Portfolio
9.64%
Total Estimate Gain
$-257,143.80
% of Total Estimate Gain
-2.30%
Legacy Advisory Services, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Legacy Advisory Services, LLC held 125,436.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $11.42 Mil. This investment constitutes 9.64% of their stock portfolio, and Legacy Advisory Services, LLC now holds 0.02% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and TLT's current price of $86.97, Legacy Advisory Services, LLC's estimated gain on his TLT holdings is $-257,143.80, reflecting a -2.30% gain to date.
Legacy Advisory Services, LLC TLT ($86.97) Holding Chart
Legacy Advisory Services, LLC TLT ($86.97) 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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