Retirement Group, LLC TLT Holdings History

Number of Shares
42,664.00
Current Holdings Value*
$4.04 Mil
% of Portfolio
1.45%
Total Estimate Gain
$-3.28 Mil
% of Total Estimate Gain
-12.68%

Retirement Group, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2024-03-31, Retirement Group, LLC held 42,664.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $4.04 Mil. This investment constitutes 1.45% of their stock portfolio, and Retirement Group, LLC now holds -% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2019Q4. And since then Retirement Group, LLC has made 9 purchases of TLT, at an average price of $127.22, for a total of 203,434.00 shares. In addition, there have been 6 sales at an average price of $117.80 for 160,770.00 shares. Based on historical transaction data and TLT's current price of $85.79, Retirement Group, LLC's estimated gain on his TLT holdings is $-3.28 Mil, reflecting a -12.68% gain to date.

Retirement Group, LLC TLT ($85.79) Holding Chart

Retirement Group, LLC TLT ($85.79) 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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