Alterna 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,990
| Closed | -$202K | – | 115 |
|
|
2024
Q3 | $202K | Sell |
3,990
-4,780
| -55% | -$242K | 0.18% | 97 |
|
|
2024
Q2 | $444K | Sell |
8,770
-4,730
| -35% | -$240K | 0.39% | 61 |
|
|
2024
Q1 | $684K | Sell |
13,500
-7,010
| -34% | -$355K | 0.55% | 40 |
|
|
2023
Q4 | $1.04M | Sell |
20,510
-2,099
| -9% | -$106K | 1.25% | 23 |
|
|
2023
Q3 | $1.15M | Buy |
+22,609
| New | +$1.15M | 1.47% | 21 |
|