Able Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Sell |
12,099
-11,140
| -48% | -$564K | 0.31% | 55 |
|
|
2025
Q1 | $1.18M | Sell |
23,239
-5,234
| -18% | -$265K | 0.69% | 36 |
|
|
2024
Q4 | $1.44M | Sell |
28,473
-9,202
| -24% | -$464K | 0.95% | 27 |
|
|
2024
Q3 | $1.91M | Sell |
37,675
-6,955
| -16% | -$352K | 1.45% | 17 |
|
|
2024
Q2 | $2.26M | Buy |
44,630
+25,386
| +132% | +$1.29M | 1.86% | 14 |
|
|
2024
Q1 | $975K | Buy |
19,244
+6,803
| +55% | +$345K | 0.85% | 25 |
|
|
2023
Q4 | $628K | Buy |
+12,441
| New | +$628K | 0.57% | 33 |
|