Secure Asset Management, LLC Ishares Treasury Floating Rate Transaction History

Secure Asset Management, LLC

  • $520 Million
  • Q2 2025

A detailed history of Secure Asset Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Secure Asset Management, LLC holds 10,781 shares of TFLO stock, worth $544,548. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,781
Previous 15,921 32.28%
Holding current value
$544,548
Previous $806,000 32.26%
% of portfolio
0.11%
Previous 0.17%

Shares

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

Jul 10, 2025
SELL
$50.47 - $50.66 $259,415 - $260,392
-5,140 Reduced 32.28%
10,781 $546,000
Q1 2025

Apr 10, 2025
BUY
$50.48 - $50.68 $42,958 - $43,128
851 Added 5.65%
15,921 $806,000
Q4 2024

Jan 17, 2025
SELL
$50.37 - $50.63 $364,426 - $366,308
-7,235 Reduced 32.44%
15,070 $760,000
Q3 2024

Oct 16, 2024
BUY
$50.42 - $50.66 $73,764 - $74,115
1,463 Added 7.02%
22,305 $1.13 Million
Q2 2024

Jul 24, 2024
BUY
$50.44 - $50.7 $1.05 Million - $1.06 Million
20,842 New
20,842 $1.06 Million
Q4 2023

Jan 22, 2024
SELL
$50.37 - $50.75 $211,755 - $213,353
-4,204 Reduced 39.0%
6,575 $331,000
Q3 2023

Oct 18, 2023
SELL
$50.46 - $50.74 $34,514 - $34,706
-684 Reduced 5.97%
10,779 $546,000
Q2 2023

Jul 13, 2023
BUY
$50.42 - $50.67 $42,352 - $42,562
840 Added 7.91%
11,463 $580,000
Q1 2023

Apr 13, 2023
BUY
$50.39 - $50.59 $535,292 - $537,417
10,623 New
10,623 $537,000

Others Institutions Holding TFLO

# of Institutions
448
Shares Held
87.5M
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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