Number of Shares
16,236.00
Current Holdings Value*
$1.68 Mil
% of Portfolio
0.7%
Total Estimate Gain
$-33,770.88
% of Total Estimate Gain
-2.05%

ODonnell Financial Services, LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, ODonnell Financial Services, LLC held 16,236.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $1.68 Mil. This investment constitutes 0.7% of their stock portfolio, and ODonnell Financial Services, LLC now holds 0.02% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2025Q1. And since then ODonnell Financial Services, LLC has made 1 purchases of TLH, at an average price of $101.36, for a total of 16,236.00 shares. Based on historical transaction data and TLH's current price of $99.28, ODonnell Financial Services, LLC's estimated gain on his TLH holdings is $-33,770.88, reflecting a -2.05% gain to date.

ODonnell Financial Services, LLC TLH ($99.28) Holding Chart

ODonnell Financial Services, LLC TLH ($99.28) 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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