Number of Shares
121,099.00
Current Holdings Value*
$6.09 Mil
% of Portfolio
5.7%
Total Estimate Gain
$4,357.15
% of Total Estimate Gain
0.07%

Turning Point Benefit Group, Inc.'s iShares Floating Rate Bond ETF Holding Summary

As of 2025-03-31, Turning Point Benefit Group, Inc. held 121,099.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $6.09 Mil. This investment constitutes 5.7% of their stock portfolio, and Turning Point Benefit Group, Inc. now holds 0.07% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.

The initial trade took place in 2024Q4. And since then Turning Point Benefit Group, Inc. has made 1 purchases of FLOT, at an average price of $50.96, for a total of 121,099.00 shares. Based on historical transaction data and FLOT's current price of $51.00, Turning Point Benefit Group, Inc.'s estimated gain on his FLOT holdings is $4,357.15, reflecting a 0.07% gain to date.

Turning Point Benefit Group, Inc. FLOT ($51.00) Holding Chart

Turning Point Benefit Group, Inc. FLOT ($51.00) 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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