Arkadios Wealth Advisors’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 | $2.03M | Sell |
40,077
-4,727
| -11% | -$239K | 0.06% | 341 |
|
|
2025
Q1 | $2.27M | Buy |
44,804
+7,582
| +20% | +$384K | 0.09% | 259 |
|
|
2024
Q4 | $1.88M | Sell |
37,222
-4,020
| -10% | -$203K | 0.1% | 194 |
|
|
2024
Q3 | $2.09M | Sell |
41,242
-3,867
| -9% | -$196K | 0.12% | 178 |
|
|
2024
Q2 | $2.29M | Buy |
45,109
+20,665
| +85% | +$1.05M | 0.15% | 145 |
|
|
2024
Q1 | $1.24M | Sell |
24,444
-170
| -0.7% | -$8.62K | 0.1% | 199 |
|
|
2023
Q4 | $1.24M | Sell |
24,614
-610
| -2% | -$30.8K | 0.11% | 190 |
|
|
2023
Q3 | $1.28M | Buy |
25,224
+11,676
| +86% | +$592K | 0.12% | 176 |
|
|
2023
Q2 | $686K | Buy |
13,548
+2,166
| +19% | +$110K | 0.08% | 246 |
|
|
2023
Q1 | $576K | Buy |
+11,382
| New | +$576K | 0.07% | 281 |
|