Baker Tilly 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
Q1 | – | Sell |
-9,338
| Closed | -$471K | – | 468 |
|
|
2023
Q4 | $471K | Buy |
9,338
+1,276
| +16% | +$64.4K | 0.08% | 292 |
|
|
2023
Q3 | $409K | Buy |
8,062
+3,889
| +93% | +$197K | 0.07% | 302 |
|
|
2023
Q2 | $211K | Buy |
+4,173
| New | +$211K | 0.02% | 515 |
|
|
2023
Q1 | – | Sell |
-12,798
| Closed | -$645K | – | 573 |
|
|
2022
Q4 | $645K | Buy |
+12,798
| New | +$645K | 0.08% | 268 |
|