Elmwood Wealth Management, Inc. TFLO Holdings History
Elmwood Wealth Management, Inc.'s iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2025-03-31, Elmwood Wealth Management, Inc. held 139,822.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $7.08 Mil. This investment constitutes 2.91% of their stock portfolio, and Elmwood Wealth Management, Inc. now holds 0.1% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2021Q2. And since then Elmwood Wealth Management, Inc. has made 8 purchases of TFLO, at an average price of $50.32, for a total of 391,272.00 shares. In addition, there have been 7 sales at an average price of $50.41 for 251,450.00 shares. Based on historical transaction data and TFLO's current price of $50.63, Elmwood Wealth Management, Inc.'s estimated gain on his TFLO holdings is $67,023.86, reflecting a 0.34% gain to date.
Elmwood Wealth Management, Inc. TFLO ($50.63) Holding Chart
Elmwood Wealth Management, Inc. TFLO ($50.63) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
