BEACON FINANCIAL GROUP TFLO Holdings History
BEACON FINANCIAL GROUP's iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL GROUP held 404,297.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $20.48 Mil. This investment constitutes 2.24% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.3% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2023Q4. And since then BEACON FINANCIAL GROUP has made 3 purchases of TFLO, at an average price of $50.58, for a total of 469,676.00 shares. In addition, there have been 3 sales at an average price of $50.56 for 65,379.00 shares. Based on historical transaction data and TFLO's current price of $50.47, BEACON FINANCIAL GROUP's estimated gain on his TFLO holdings is $-47,501.37, reflecting a -0.20% gain to date.
BEACON FINANCIAL GROUP TFLO ($50.47) Holding Chart
BEACON FINANCIAL GROUP TFLO ($50.47) 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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