Number of Shares
483,526.00
Current Holdings Value*
$24.50 Mil
% of Portfolio
3.84%
Total Estimate Gain
$95,968.84
% of Total Estimate Gain
0.36%

Laurel Wealth Advisors LLC's iShares Treasury Floating Rate Bond ETF Holding Summary

As of 2025-03-31, Laurel Wealth Advisors LLC held 483,526.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $24.50 Mil. This investment constitutes 3.84% of their stock portfolio, and Laurel Wealth Advisors LLC now holds 0.34% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.

The initial trade took place in 2021Q2. And since then Laurel Wealth Advisors LLC has made 14 purchases of TFLO, at an average price of $50.37, for a total of 532,626.00 shares. In addition, there have been 2 sales at an average price of $49.95 for 49,100.00 shares. Based on historical transaction data and TFLO's current price of $50.61, Laurel Wealth Advisors LLC's estimated gain on his TFLO holdings is $95,968.84, reflecting a 0.36% gain to date.

Laurel Wealth Advisors LLC TFLO ($50.61) Holding Chart

Laurel Wealth Advisors LLC TFLO ($50.61) 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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