Balboa Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Hold |
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|
2025
Q1 | $756K | Buy |
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|
2024
Q4 | $447K | Hold |
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|
2024
Q3 | $448K | Hold |
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|
2024
Q2 | $448K | Hold |
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|
2024
Q1 | $449K | Hold |
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|
2023
Q4 | $447K | Sell |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $469K | Hold |
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|
2023
Q1 | $468K | Buy |
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|
2022
Q4 | $365K | Buy |
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