SAX WEALTH ADVISORS, LLC TFLO Holdings History
SAX WEALTH ADVISORS, LLC's iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2025-03-31, SAX WEALTH ADVISORS, LLC held 98,363.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $4.98 Mil. This investment constitutes 0.36% of their stock portfolio, and SAX WEALTH ADVISORS, LLC now holds 0.07% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2025Q1. And since then SAX WEALTH ADVISORS, LLC has made 1 purchases of TFLO, at an average price of $50.58, for a total of 98,363.00 shares. Based on historical transaction data and TFLO's current price of $50.55, SAX WEALTH ADVISORS, LLC's estimated gain on his TFLO holdings is $-2,950.89, reflecting a -0.06% gain to date.
SAX WEALTH ADVISORS, LLC TFLO ($50.55) Holding Chart
SAX WEALTH ADVISORS, LLC TFLO ($50.55) 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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