Number of Shares
64,618.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
2.45%
Total Estimate Gain
$-718,118.14
% of Total Estimate Gain
-10.62%

Tiller Private Wealth, Inc.'s iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Tiller Private Wealth, Inc. held 64,618.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $5.88 Mil. This investment constitutes 2.45% of their stock portfolio, and Tiller Private Wealth, Inc. now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2023Q2. And since then Tiller Private Wealth, Inc. has made 7 purchases of TLT, at an average price of $97.48, for a total of 69,400.00 shares. In addition, there have been 1 sales at an average price of $89.02 for 4,782.00 shares. Based on historical transaction data and TLT's current price of $86.99, Tiller Private Wealth, Inc.'s estimated gain on his TLT holdings is $-718,118.14, reflecting a -10.62% gain to date.

Tiller Private Wealth, Inc. TLT ($86.99) Holding Chart

Tiller Private Wealth, Inc. 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 %

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