Moulton Wealth Management, Inc Ishares Treasury Floating Rate Transaction History

Moulton Wealth Management, Inc

$132 Million
Q2 2025

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 220,510 shares of TFLO stock, worth $11.1 Million. This represents 8.49% of its overall portfolio holdings.

Number of Shares

220,510

Previous 334,125 34.0%

Holding current value

$11.1 Million

Previous $16.9 Million 34.01%

% of portfolio

8.49%

Previous 12.95%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$50.47 - $50.66 $5.73 Million - $5.76 Million	-113,615 Reduced 34.0%	220,510 $11.2 Million
Q1 2025 Apr 14, 2025	BUY	$50.48 - $50.68 $2.44 Million - $2.45 Million	48,253 Added 16.88%	334,125 $16.9 Million
Q4 2024 Jan 16, 2025	SELL	$50.37 - $50.63 $5 Million - $5.02 Million	-99,202 Reduced 25.76%	285,872 $14.4 Million
Q3 2024 Oct 17, 2024	SELL	$50.42 - $50.66 $4 Million - $4.02 Million	-79,377 Reduced 17.09%	385,074 $19.5 Million
Q2 2024 Jul 16, 2024	BUY	$50.44 - $50.7 $741,165 - $744,985	14,694 Added 3.27%	464,451 $23.5 Million
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

440

Shares Held

87M

Call Options Held

Put Options Held

View Full List

About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

More about TFLO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Account

Moulton Wealth Management, Inc Ishares Treasury Floating Rate Transaction History