MOULTON WEALTH MANAGEMENT, INC TFLO Holdings History
MOULTON WEALTH MANAGEMENT, INC's iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2025-06-30, MOULTON WEALTH MANAGEMENT, INC held 220,510.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $11.13 Mil. This investment constitutes 8.42% of their stock portfolio, and MOULTON WEALTH MANAGEMENT, INC now holds 0.16% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2022Q4. And since then MOULTON WEALTH MANAGEMENT, INC has made 8 purchases of TFLO, at an average price of $50.27, for a total of 512,704.00 shares. In addition, there have been 3 sales at an average price of $50.54 for 292,194.00 shares. Based on historical transaction data and TFLO's current price of $50.55, MOULTON WEALTH MANAGEMENT, INC's estimated gain on his TFLO holdings is $140,802.70, reflecting a 0.55% gain to date.
MOULTON WEALTH MANAGEMENT, INC TFLO ($50.55) Holding Chart
MOULTON WEALTH MANAGEMENT, INC TFLO ($50.55) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
