Refined Wealth Management TLT Holdings History
Refined Wealth Management's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Refined Wealth Management held 57,026.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $5.03 Mil. This investment constitutes 3.46% of their stock portfolio, and Refined Wealth Management now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2023Q1. And since then Refined Wealth Management has made 8 purchases of TLT, at an average price of $102.97, for a total of 86,184.00 shares. In addition, there have been 2 sales at an average price of $89.05 for 29,158.00 shares. Based on historical transaction data and TLT's current price of $85.24, Refined Wealth Management's estimated gain on his TLT holdings is $-1.42 Mil, reflecting a -15.97% gain to date.
Refined Wealth Management TLT ($85.24) Holding Chart
Refined Wealth Management 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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