Number of Shares
16,478.00
Current Holdings Value*
$834,610.00
% of Portfolio
0.4%
Total Estimate Gain
$494.34
% of Total Estimate Gain
0.06%

Fortress Wealth Management, Inc.'s iShares Treasury Floating Rate Bond ETF Holding Summary

As of 2025-06-30, Fortress Wealth Management, Inc. held 16,478.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $834,610.00. This investment constitutes 0.4% of their stock portfolio, and Fortress Wealth Management, Inc. now holds 0.01% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.

The initial trade took place in 2025Q2. And since then Fortress Wealth Management, Inc. has made 1 purchases of TFLO, at an average price of $50.56, for a total of 16,478.00 shares. Based on historical transaction data and TFLO's current price of $50.59, Fortress Wealth Management, Inc.'s estimated gain on his TFLO holdings is $494.34, reflecting a 0.06% gain to date.

Fortress Wealth Management, Inc. TFLO ($50.59) Holding Chart

Fortress Wealth Management, Inc. 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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