Avantax Advisory Services’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 | $7.55M | Sell |
149,028
-1,213
| -0.8% | -$61.4K | 0.04% | 333 |
|
|
2025
Q1 | $7.61M | Buy |
150,241
+58,585
| +64% | +$2.97M | 0.05% | 310 |
|
|
2024
Q4 | $4.63M | Buy |
91,656
+3,945
| +4% | +$199K | 0.03% | 421 |
|
|
2024
Q3 | $4.44M | Sell |
87,711
-1,145
| -1% | -$57.9K | 0.03% | 417 |
|
|
2024
Q2 | $4.5M | Buy |
88,856
+3,593
| +4% | +$182K | 0.03% | 405 |
|
|
2024
Q1 | $4.32M | Sell |
85,263
-207,292
| -71% | -$10.5M | 0.04% | 338 |
|
|
2023
Q4 | $14.8M | Buy |
292,555
+33,267
| +13% | +$1.68M | 0.15% | 112 |
|
|
2023
Q3 | $13.2M | Buy |
259,288
+133,787
| +107% | +$6.79M | 0.15% | 110 |
|
|
2023
Q2 | $6.36M | Sell |
125,501
-1,803
| -1% | -$91.4K | 0.07% | 208 |
|
|
2023
Q1 | $6.44M | Buy |
127,304
+34,216
| +37% | +$1.73M | 0.08% | 196 |
|
|
2022
Q4 | $4.69M | Buy |
+93,088
| New | +$4.69M | 0.06% | 237 |
|