Number of Shares
35,657.00
Current Holdings Value*
$3.70 Mil
% of Portfolio
0.87%
Total Estimate Gain
$-903,330.32
% of Total Estimate Gain
-8.68%

Pettinga Financial Advisors LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Pettinga Financial Advisors LLC held 35,657.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $3.70 Mil. This investment constitutes 0.87% of their stock portfolio, and Pettinga Financial Advisors LLC now holds 0.04% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2022Q1. And since then Pettinga Financial Advisors LLC has made 5 purchases of TLH, at an average price of $114.96, for a total of 90,559.00 shares. In addition, there have been 3 sales at an average price of $108.40 for 54,902.00 shares. Based on historical transaction data and TLH's current price of $99.71, Pettinga Financial Advisors LLC's estimated gain on his TLH holdings is $-903,330.32, reflecting a -8.68% gain to date.

Pettinga Financial Advisors LLC TLH ($99.71) Holding Chart

Pettinga Financial Advisors LLC TLH ($99.71) 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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