Safe Harbor Fiduciary, LLC TLT Holdings History
Safe Harbor Fiduciary, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Safe Harbor Fiduciary, LLC held 24,459.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $2.23 Mil. This investment constitutes 2.3% of their stock portfolio, and Safe Harbor Fiduciary, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q3. And since then Safe Harbor Fiduciary, LLC has made 1 purchases of TLT, at an average price of $89.06, for a total of 24,587.00 shares. In addition, there have been 1 sales at an average price of $91.94 for 128.00 shares. Based on historical transaction data and TLT's current price of $85.24, Safe Harbor Fiduciary, LLC's estimated gain on his TLT holdings is $-93,029.74, reflecting a -4.25% gain to date.
Safe Harbor Fiduciary, LLC TLT ($85.24) Holding Chart
Safe Harbor Fiduciary, LLC 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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