Avidian Wealth Enterprises’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
Q1
Sell
-31,565
Closed -$1.59M 464
2023
Q4
$1.59M Sell
31,565
-4,571
-13% -$231K 0.1% 125
2023
Q3
$1.83M Buy
+36,136
New +$1.83M 0.13% 101