Balboa Wealth Partners Ishares Treasury Floating Rate Transaction History

Balboa Wealth Partners

  • $398 Million
  • Q1 2025

A detailed history of Balboa Wealth Partners transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Balboa Wealth Partners holds 14,920 shares of TFLO stock, worth $753,012. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,920
Previous 8,850 68.59%
Holding current value
$753,012
Previous $446,000 69.28%
% of portfolio
0.19%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$50.48 - $50.68 $306,413 - $307,627
6,070 Added 68.59%
14,920 $755,000
Q4 2023

Feb 09, 2024
SELL
$50.37 - $50.75 $11,484 - $11,571
-228 Reduced 2.51%
8,850 $446,000
Q3 2023

Oct 23, 2023
SELL
$50.46 - $50.74 $8,679 - $8,727
-172 Reduced 1.86%
9,078 $460,000
Q1 2023

May 11, 2023
BUY
$50.39 - $50.59 $100,780 - $101,180
2,000 Added 27.59%
9,250 $467,000
Q4 2022

Feb 14, 2023
BUY
$50.3 - $50.53 $364,675 - $366,342
7,250 New
7,250 $365,000

Others Institutions Holding TFLO

# of Institutions
438
Shares Held
87.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TREASURY FLOATING RATE

TFLO Quotes by TradingView
  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
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