Vishria Bird Financial Group, LLC Ishares Treasury Floating Rate Transaction History

Vishria Bird Financial Group, LLC

$267 Million
Q2 2025

A detailed history of Vishria Bird Financial Group, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 139,471 shares of TFLO stock, worth $7.04 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

139,471

Previous 145,746 4.31%

Holding current value

$7.04 Million

Previous $7.38 Million 4.32%

% of portfolio

2.64%

Previous 2.81%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$50.47 - $50.66 $316,699 - $317,891	-6,275 Reduced 4.31%	139,471 $7.06 Million
Q1 2025 Apr 28, 2025	BUY	$50.48 - $50.68 $86,623 - $86,966	1,716 Added 1.19%	145,746 $7.38 Million
Q4 2024 Jan 21, 2025	BUY	$50.37 - $50.63 $22,515 - $22,631	447 Added 0.31%	144,030 $7.27 Million
Q2 2024 Jul 23, 2024	SELL	$50.44 - $50.7 $54,323 - $54,603	-1,077 Reduced 0.74%	143,583 $7.27 Million
Q1 2024 Apr 22, 2024	BUY	$50.47 - $50.7 $28,061 - $28,189	556 Added 0.39%	144,660 $7.33 Million
Q4 2023 Jan 25, 2024	SELL	$50.37 - $50.75 $87,442 - $88,102	-1,736 Reduced 1.19%	144,104 $7.27 Million
Q3 2023 Oct 26, 2023	SELL	$50.46 - $50.74 $19,881 - $19,991	-394 Reduced 0.27%	145,840 $7.4 Million
Q2 2023 Jul 19, 2023	SELL	$50.42 - $50.67 $19,411 - $19,507	-385 Reduced 0.26%	146,234 $7.41 Million
Q1 2023 Apr 17, 2023	SELL	$50.39 - $50.59 $40,110 - $40,269	-796 Reduced 0.54%	146,619 $7.42 Million
Q4 2022 Feb 01, 2023	BUY	$50.3 - $50.53 $1.3 Million - $1.3 Million	25,817 Added 21.23%	147,415 $7.43 Million
Q3 2022 Oct 27, 2022	BUY	$50.35 - $50.51 $4.05 Million - $4.06 Million	80,439 Added 195.43%	121,598 $6.14 Million
Q2 2022 Aug 04, 2022	BUY	$50.33 - $50.44 $2.07 Million - $2.08 Million	41,159 New	41,159 $2.07 Million

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 Vishria Bird Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vishria Bird Financial Group, LLC with notifications on news.

Account

Vishria Bird Financial Group, LLC Ishares Treasury Floating Rate Transaction History