CAPSTONE WEALTH MANAGEMENT GROUP, LLC TFLO Holdings History
CAPSTONE WEALTH MANAGEMENT GROUP, LLC's iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 118,323.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $5.99 Mil. This investment constitutes 3.42% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0.08% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2024Q2. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 2 purchases of TFLO, at an average price of $50.57, for a total of 157,790.00 shares. In addition, there have been 2 sales at an average price of $50.57 for 39,467.00 shares. Based on historical transaction data and TFLO's current price of $50.49, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his TFLO holdings is $-9,526.80, reflecting a -0.12% gain to date.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC TFLO ($50.49) Holding Chart
CAPSTONE WEALTH MANAGEMENT GROUP, LLC TFLO ($50.49) 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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