AWA
Aquire Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Buy |
132,588
+66,203
| +100% | +$3.35M | 1.8% | 10 |
|
|
2025
Q1 | $3.36M | Buy |
66,385
+57,061
| +612% | +$2.89M | 1.04% | 13 |
|
|
2024
Q4 | $471K | Sell |
9,324
-960
| -9% | -$48.5K | 0.15% | 31 |
|
|
2024
Q3 | $520K | Sell |
10,284
-88,791
| -90% | -$4.49M | 0.16% | 32 |
|
|
2024
Q2 | $5.02M | Buy |
99,075
+7,233
| +8% | +$366K | 1.69% | 10 |
|
|
2024
Q1 | $4.66M | Sell |
91,842
-19,577
| -18% | -$992K | 1.63% | 11 |
|
|
2023
Q4 | $5.62M | Sell |
111,419
-3,669
| -3% | -$185K | 2.14% | 8 |
|
|
2023
Q3 | $5.84M | Sell |
115,088
-5,353
| -4% | -$272K | 2.44% | 8 |
|
|
2023
Q2 | $6.1M | Buy |
120,441
+39,284
| +48% | +$1.99M | 2.43% | 9 |
|
|
2023
Q1 | $4.11M | Sell |
81,157
-21,166
| -21% | -$1.07M | 1.8% | 15 |
|
|
2022
Q4 | $5.16M | Buy |
102,323
+43,207
| +73% | +$2.18M | 2.57% | 9 |
|
|
2022
Q3 | $2.99M | Buy |
+59,116
| New | +$2.99M | 1.73% | 19 |
|