Mount Yale Investment Advisors, LLC Ishares Treasury Floating Rate Transaction History

Mount Yale Investment Advisors, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 42,188 shares of TFLO stock, worth $2.13 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
42,188
Holding current value
$2.13 Million
% of portfolio
0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$50.45 - $50.65 $2.13 Million - $2.14 Million
42,188 New
42,188 $2.13 Million
Q4 2023

Feb 12, 2024
SELL
$50.37 - $50.75 $32,539 - $32,784
-646 Reduced 2.29%
27,572 $1.39 Million
Q3 2023

Oct 11, 2023
BUY
$50.46 - $50.74 $1.42 Million - $1.43 Million
28,218 New
28,218 $1.43 Million

Others Institutions Holding TFLO

# of Institutions
444
Shares Held
82.8M
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
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email