Number of Shares
27,036.00
Current Holdings Value*
$2.46 Mil
% of Portfolio
1.84%
Total Estimate Gain
$-177,369.33
% of Total Estimate Gain
-7.01%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC held 27,036.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $2.46 Mil. This investment constitutes 1.84% of their stock portfolio, and TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2022Q2. And since then TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC has made 6 purchases of TLT, at an average price of $93.55, for a total of 27,036.00 shares. Based on historical transaction data and TLT's current price of $86.99, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's estimated gain on his TLT holdings is $-177,369.33, reflecting a -7.01% gain to date.

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC TLT ($86.99) Holding Chart

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC TLT ($86.99) 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 %

Top Ranked Articles

  • 1