Richard W. Paul & Associates, LLC TLT Holdings History
Richard W. Paul & Associates, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Richard W. Paul & Associates, LLC held 115,052.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $10.47 Mil. This investment constitutes 4.11% of their stock portfolio, and Richard W. Paul & Associates, 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 Richard W. Paul & Associates, LLC has made 9 purchases of TLT, at an average price of $96.49, for a total of 115,052.00 shares. Based on historical transaction data and TLT's current price of $85.79, Richard W. Paul & Associates, LLC's estimated gain on his TLT holdings is $-1.23 Mil, reflecting a -11.09% gain to date.
Richard W. Paul & Associates, LLC TLT ($85.79) Holding Chart
Richard W. Paul & Associates, 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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