Number of Shares
22,731.00
Current Holdings Value*
$1.16 Mil
% of Portfolio
0.42%
Total Estimate Gain
$4,713.72
% of Total Estimate Gain
0.40%

Retirement Group, LLC's iShares Floating Rate Bond ETF Holding Summary

As of 2024-03-31, Retirement Group, LLC held 22,731.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $1.16 Mil. This investment constitutes 0.42% of their stock portfolio, and Retirement Group, LLC now holds -% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.

The initial trade took place in 2019Q4. And since then Retirement Group, LLC has made 3 purchases of FLOT, at an average price of $50.83, for a total of 22,971.00 shares. In addition, there have been 1 sales at an average price of $50.69 for 240.00 shares. Based on historical transaction data and FLOT's current price of $51.04, Retirement Group, LLC's estimated gain on his FLOT holdings is $4,713.72, reflecting a 0.40% gain to date.

Retirement Group, LLC FLOT ($51.04) Holding Chart

Retirement Group, LLC FLOT ($51.04) 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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