Adams Wealth Management Ishares Treasury Floating Rate Transaction History

Adams Wealth Management

  • $474 Million
  • Q2 2025

A detailed history of Adams Wealth Management transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Adams Wealth Management holds 18,117 shares of TFLO stock, worth $914,002. This represents 0.19% of its overall portfolio holdings.

Number of Shares
18,117
Previous 24,009 24.54%
Holding current value
$914,002
Previous $1.22 Million 24.59%
% of portfolio
0.19%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 25, 2025
SELL
$50.47 - $50.66 $297,369 - $298,488
-5,892 Reduced 24.54%
18,117 $917,000
Q1 2025

May 13, 2025
BUY
$50.48 - $50.68 $244,070 - $245,037
4,835 Added 25.22%
24,009 $1.22 Million
Q4 2024

Feb 13, 2025
BUY
$50.37 - $50.63 $685,032 - $688,568
13,600 Added 243.99%
19,174 $967,000
Q3 2024

Oct 28, 2024
BUY
$50.42 - $50.66 $281,041 - $282,378
5,574 New
5,574 $282,000

Others Institutions Holding TFLO

# of Institutions
446
Shares Held
111M
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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