RETIREMENT CAPITAL STRATEGIES TLT Holdings History
RETIREMENT CAPITAL STRATEGIES's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held 50,381.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $4.59 Mil. This investment constitutes 1.79% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2023Q4. And since then RETIREMENT CAPITAL STRATEGIES has made 3 purchases of TLT, at an average price of $90.16, for a total of 150,086.00 shares. In addition, there have been 3 sales at an average price of $93.39 for 99,705.00 shares. Based on historical transaction data and TLT's current price of $85.24, RETIREMENT CAPITAL STRATEGIES's estimated gain on his TLT holdings is $74,097.38, reflecting a 0.55% gain to date.
RETIREMENT CAPITAL STRATEGIES TLT ($85.24) Holding Chart
RETIREMENT CAPITAL STRATEGIES TLT ($85.24) 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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