Number of Shares
61,475.00
Current Holdings Value*
$6.38 Mil
% of Portfolio
2.49%
Total Estimate Gain
$-94,429.71
% of Total Estimate Gain
-0.77%

RETIREMENT CAPITAL STRATEGIES's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held 61,475.00 shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $6.38 Mil. This investment constitutes 2.49% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES now holds 0.06% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2024Q2. And since then RETIREMENT CAPITAL STRATEGIES has made 3 purchases of TLH, at an average price of $101.88, for a total of 119,768.00 shares. In addition, there have been 1 sales at an average price of $103.37 for 58,293.00 shares. Based on historical transaction data and TLH's current price of $98.94, RETIREMENT CAPITAL STRATEGIES's estimated gain on his TLH holdings is $-94,429.71, reflecting a -0.77% gain to date.

RETIREMENT CAPITAL STRATEGIES TLH ($98.94) Holding Chart

RETIREMENT CAPITAL STRATEGIES TLH ($98.94) 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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