Moulton Wealth Management, Inc Ishares Treasury Floating Rate Transaction History

Moulton Wealth Management, Inc

$95.4 Million
Q1 2024

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 449,757 shares of TFLO stock, worth $22.8 Million. This represents 23.91% of its overall portfolio holdings.

Number of Shares

449,757

Previous 391,069 15.01%

Holding current value

$22.8 Million

Previous $19.7 Million 15.51%

% of portfolio

23.91%

Previous 25.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$50.47 - $50.7 $2.96 Million - $2.98 Million	58,688 Added 15.01%	449,757 $22.8 Million
Q4 2023 Jan 10, 2024	BUY	$50.37 - $50.75 $393,843 - $396,814	7,819 Added 2.04%	391,069 $19.7 Million
Q3 2023 Oct 11, 2023	BUY	$50.46 - $50.74 $1.15 Million - $1.16 Million	22,769 Added 6.32%	383,250 $19.4 Million
Q2 2023 Jul 13, 2023	BUY	$50.42 - $50.67 $4.15 Million - $4.17 Million	82,261 Added 29.57%	360,481 $18.3 Million
Q1 2023 Apr 13, 2023	BUY	$50.39 - $50.59 $7.51 Million - $7.54 Million	148,979 Added 115.27%	278,220 $14.1 Million

Q4 2022 Jan 11, 2023	BUY	$50.3 - $50.53 $6.5 Million - $6.53 Million	129,241 New	129,241 $0

Others Institutions Holding TFLO

# of Institutions

446

Shares Held

84.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

More about TFLO

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Moulton Wealth Management, Inc Ishares Treasury Floating Rate Transaction History