AWS
AJ Wealth Strategies’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $33M | Sell |
650,880
-135,968
| -17% | -$6.89M | 1.59% | 19 |
|
|
2023
Q1 | $39.8M | Sell |
786,848
-21,637
| -3% | -$1.09M | 2.07% | 17 |
|
|
2022
Q4 | $40.8M | Sell |
808,485
-64,098
| -7% | -$3.23M | 2.14% | 16 |
|
|
2022
Q3 | $44.1M | Buy |
+872,583
| New | +$44.1M | 2.57% | 12 |
|