Number of Shares
76,847.00
Current Holdings Value*
$6.70 Mil
% of Portfolio
0.93%
Total Estimate Gain
$23,681.99
% of Total Estimate Gain
0.06%

Navellier & Associates Inc's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Navellier & Associates Inc held 76,847.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $6.70 Mil. This investment constitutes 0.93% of their stock portfolio, and Navellier & Associates Inc now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2015Q1. And since then Navellier & Associates Inc has made 6 purchases of TLT, at an average price of $111.98, for a total of 325,450.00 shares. In addition, there have been 5 sales at an average price of $120.38 for 248,603.00 shares. Based on historical transaction data and TLT's current price of $85.11, Navellier & Associates Inc's estimated gain on his TLT holdings is $23,681.99, reflecting a 0.06% gain to date.

Navellier & Associates Inc TLT ($85.11) Holding Chart

Navellier & Associates Inc TLT ($85.11) 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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