Number of Shares
2,986.00
Current Holdings Value*
$271,820.00
% of Portfolio
0.1%
Total Estimate Gain
$-148,194.62
% of Total Estimate Gain
-5.54%

My Legacy Advisors, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, My Legacy Advisors, LLC held 2,986.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $271,820.00. This investment constitutes 0.1% of their stock portfolio, and My Legacy Advisors, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2022Q3. And since then My Legacy Advisors, LLC has made 9 purchases of TLT, at an average price of $97.24, for a total of 27,520.00 shares. In addition, there have been 2 sales at an average price of $92.45 for 24,534.00 shares. Based on historical transaction data and TLT's current price of $86.97, My Legacy Advisors, LLC's estimated gain on his TLT holdings is $-148,194.62, reflecting a -5.54% gain to date.

My Legacy Advisors, LLC TLT ($86.97) Holding Chart

My Legacy Advisors, 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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