Number of Shares
220,510.00
Current Holdings Value*
$11.13 Mil
% of Portfolio
8.42%
Total Estimate Gain
$135,289.95
% of Total Estimate Gain
0.52%

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 $50.53, MOULTON WEALTH MANAGEMENT, INC's estimated gain on his TFLO holdings is $135,289.95, reflecting a 0.52% gain to date.

MOULTON WEALTH MANAGEMENT, INC TFLO ($50.53) Holding Chart

MOULTON WEALTH MANAGEMENT, INC TFLO ($50.53) 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