Destination Wealth Management Ishares Treasury Floating Rate Transaction History

Destination Wealth Management

$3.51 Billion
Q3 2025

A detailed history of Destination Wealth Management transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Destination Wealth Management holds 34,841 shares of TFLO stock, worth $1.76 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

34,841

Previous 39,063 10.81%

Holding current value

$1.76 Million

Previous $1.98 Million 10.92%

% of portfolio

0.05%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$50.45 - $50.65 $212,999 - $213,844	-4,222 Reduced 10.81%	34,841 $1.76 Million
Q2 2025 Aug 14, 2025	SELL	$50.47 - $50.66 $209,500 - $210,289	-4,151 Reduced 9.61%	39,063 $1.98 Million
Q1 2025 May 15, 2025	BUY	$50.48 - $50.68 $106,462 - $106,884	2,109 Added 5.13%	43,214 $2.19 Million
Q4 2024 Feb 06, 2025	SELL	$50.37 - $50.63 $1,914 - $1,923	-38 Reduced 0.09%	41,105 $2.07 Million
Q3 2024 Nov 25, 2024	BUY	$50.42 - $50.66 $36,050 - $36,221	715 Added 1.77%	41,143 $2.08 Million

Q2 2024 Jul 24, 2024	BUY	$50.44 - $50.7 $11,500 - $11,559	228 Added 0.57%	40,428 $2.05 Million
Q1 2024 May 14, 2024	SELL	$50.47 - $50.7 $13,374 - $13,435	-265 Reduced 0.65%	40,200 $2.04 Million
Q4 2023 Feb 13, 2024	BUY	$50.37 - $50.75 $45,786 - $46,131	909 Added 2.3%	40,465 $2.04 Million
Q3 2023 Nov 14, 2023	BUY	$50.46 - $50.74 $152,792 - $153,640	3,028 Added 8.29%	39,556 $2.01 Million
Q2 2023 Aug 11, 2023	BUY	$50.42 - $50.67 $591,729 - $594,663	11,736 Added 47.34%	36,528 $1.85 Million
Q1 2023 May 05, 2023	BUY	$50.39 - $50.59 $260,062 - $261,094	5,161 Added 26.29%	24,792 $1.25 Million
Q4 2022 Feb 10, 2023	BUY	$50.3 - $50.53 $987,439 - $991,954	19,631 New	19,631 $989,000

Others Institutions Holding TFLO

# of Institutions

444

Shares Held

82.8M

Call Options Held

Put Options Held

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About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

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Destination Wealth Management Ishares Treasury Floating Rate Transaction History