Avior 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
2025
Q2
$345K Buy
6,807
+9
+0.1% +$456 0.01% 534
2025
Q1
$344K Buy
6,798
+23
+0.3% +$1.17K 0.01% 512
2024
Q4
$342K Sell
6,775
-82
-1% -$4.14K 0.01% 555
2024
Q3
$347K Sell
6,857
-1,116
-14% -$56.5K 0.01% 551
2024
Q2
$404K Buy
7,973
+2,179
+38% +$110K 0.02% 491
2024
Q1
$294K Buy
+5,794
New +$294K 0.01% 592