Number of Shares
183,023.00
Current Holdings Value*
$4.89 Mil
% of Portfolio
1.75%
Total Estimate Gain
$-762,570.66
% of Total Estimate Gain
-15.58%

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

As of 2024-03-31, Retirement Group, LLC held 183,023.00 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF(TLTW), totaling $4.89 Mil. This investment constitutes 1.75% of their stock portfolio, and Retirement Group, LLC now holds -% of the outstanding iShares 20+ Year Treasury Bond BuyWrite Strategy ETF(TLTW) stock.

The initial trade took place in 2023Q4. And since then Retirement Group, LLC has made 2 purchases of TLTW, at an average price of $26.74, for a total of 183,023.00 shares. Based on historical transaction data and TLTW's current price of $22.57, Retirement Group, LLC's estimated gain on his TLTW holdings is $-762,570.66, reflecting a -15.58% gain to date.

Retirement Group, LLC TLTW ($22.57) Holding Chart

Retirement Group, LLC TLTW ($22.57) 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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