ROBINSON SMITH WEALTH ADVISORS LLC TFLO Holdings History
ROBINSON SMITH WEALTH ADVISORS LLC's iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2025-03-31, ROBINSON SMITH WEALTH ADVISORS LLC held 77,312.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $3.92 Mil. This investment constitutes 3.28% of their stock portfolio, and ROBINSON SMITH WEALTH ADVISORS LLC now holds 0.06% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2023Q4. And since then ROBINSON SMITH WEALTH ADVISORS LLC has made 2 purchases of TFLO, at an average price of $50.58, for a total of 118,445.00 shares. In addition, there have been 3 sales at an average price of $50.55 for 41,133.00 shares. Based on historical transaction data and TFLO's current price of $50.61, ROBINSON SMITH WEALTH ADVISORS LLC's estimated gain on his TFLO holdings is $970.17, reflecting a 0.02% gain to date.
ROBINSON SMITH WEALTH ADVISORS LLC TFLO ($50.61) Holding Chart
ROBINSON SMITH 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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