Aspire 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
Q3
Sell
-5
Closed -$253 197
2024
Q2
$253 Sell
5
-71
-93% -$3.59K ﹤0.01% 175
2024
Q1
$3.85K Sell
76
-4,280
-98% -$217K ﹤0.01% 171
2023
Q4
$220K Buy
4,356
+9
+0.2% +$454 0.15% 88
2023
Q3
$221K Buy
+4,347
New +$221K 0.17% 85