A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 4,671 shares of TFLO stock, worth $236,632. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,671
Previous 4,445 5.08%
Holding current value
$236,632
Previous $224,000 5.36%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 21, 2025

BUY
$50.48 - $50.68 $11,408 - $11,453
226 Added 5.08%
4,671 $236,000
Q4 2024

Jan 27, 2025

SELL
$50.37 - $50.63 $604 - $607
-12 Reduced 0.27%
4,445 $224,000
Q3 2024

Oct 23, 2024

SELL
$50.42 - $50.66 $26,218 - $26,343
-520 Reduced 10.45%
4,457 $225,000
Q2 2024

Jul 29, 2024

SELL
$50.44 - $50.7 $4,791 - $4,816
-95 Reduced 1.87%
4,977 $252,000
Q4 2023

Jan 29, 2024

BUY
$50.37 - $50.75 $255,476 - $257,404
5,072 New
5,072 $255,000

Others Institutions Holding TFLO

About ISHARES TREASURY FLOATING RATE


  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
Track This Portfolio

Track Schmidt P J Investment Management Inc Portfolio

Follow Schmidt P J Investment Management Inc 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 Schmidt P J Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schmidt P J Investment Management Inc with notifications on news.