Lionshead Wealth Management, LLC TFLO Holdings History
Lionshead Wealth Management, LLC's iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2025-03-31, Lionshead Wealth Management, LLC held 61,725.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $3.13 Mil. This investment constitutes 3.25% of their stock portfolio, and Lionshead Wealth Management, LLC now holds 0.04% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2024Q4. And since then Lionshead Wealth Management, LLC has made 1 purchases of TFLO, at an average price of $50.51, for a total of 61,725.00 shares. Based on historical transaction data and TFLO's current price of $50.60, Lionshead Wealth Management, LLC's estimated gain on his TFLO holdings is $5,348.54, reflecting a 0.17% gain to date.
Lionshead Wealth Management, LLC TFLO ($50.60) Holding Chart
Lionshead Wealth Management, LLC TFLO ($50.60) 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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