BIP Wealth, LLC TFLO Holdings History
BIP Wealth, LLC's iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2025-03-31, BIP Wealth, LLC held 1.81 Mil shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $91.86 Mil. This investment constitutes 5.99% of their stock portfolio, and BIP Wealth, LLC now holds 1.29% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2023Q1. And since then BIP Wealth, LLC has made 5 purchases of TFLO, at an average price of $50.16, for a total of 2.36 Mil shares. In addition, there have been 3 sales at an average price of $50.55 for 543,621.00 shares. Based on historical transaction data and TFLO's current price of $50.59, BIP Wealth, LLC's estimated gain on his TFLO holdings is $1.00 Mil, reflecting a 0.85% gain to date.
BIP Wealth, LLC TFLO ($50.59) Holding Chart
BIP Wealth, LLC TFLO ($50.59) 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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