B. Riley Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$325K Sell
2024
Q2
$524K Sell
2024
Q1
$7.32M Buy
2023
Q4
$5.76M Sell
2023
Q3
$7.32M Buy
2014
Q3
Sell
2014
Q2
$25K Buy