RETIREMENT FINANCIAL SOLUTIONS, LLC TLT Holdings History
RETIREMENT FINANCIAL SOLUTIONS, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, RETIREMENT FINANCIAL SOLUTIONS, LLC held 89,412.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $8.14 Mil. This investment constitutes 4.92% of their stock portfolio, and RETIREMENT FINANCIAL SOLUTIONS, LLC now holds 0.02% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2022Q4. And since then RETIREMENT FINANCIAL SOLUTIONS, LLC has made 4 purchases of TLT, at an average price of $90.98, for a total of 94,863.00 shares. In addition, there have been 3 sales at an average price of $94.24 for 5,451.00 shares. Based on historical transaction data and TLT's current price of $86.97, RETIREMENT FINANCIAL SOLUTIONS, LLC's estimated gain on his TLT holdings is $-340,563.94, reflecting a -3.95% gain to date.
RETIREMENT FINANCIAL SOLUTIONS, LLC TLT ($86.97) Holding Chart
RETIREMENT FINANCIAL SOLUTIONS, LLC TLT ($86.97) 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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