Number of Shares
215.00
Current Holdings Value*
$20,000.00
% of Portfolio
0.01%
Total Estimate Gain
$-408,930.29
% of Total Estimate Gain
-4.28%

Wayfinding Financial, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Wayfinding Financial, LLC held 215.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $20,000.00. This investment constitutes 0.01% of their stock portfolio, and Wayfinding Financial, 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 Wayfinding Financial, LLC has made 2 purchases of TLT, at an average price of $102.83, for a total of 93,000.00 shares. In addition, there have been 3 sales at an average price of $98.47 for 92,785.00 shares. Based on historical transaction data and TLT's current price of $85.79, Wayfinding Financial, LLC's estimated gain on his TLT holdings is $-408,930.29, reflecting a -4.28% gain to date.

Wayfinding Financial, LLC TLT ($85.79) Holding Chart

Wayfinding Financial, 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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