Bard Financial Services’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
2023
Q3
Sell
-322,914
Closed -$16.4M 302
2023
Q2
$16.4M Buy
322,914
+32,815
+11% +$1.66M 1.24% 18
2023
Q1
$14.7M Buy
290,099
+163,704
+130% +$8.28M 1.17% 17
2022
Q4
$6.37M Buy
126,395
+115,145
+1,024% +$5.8M 0.54% 50
2022
Q3
$568K Buy
+11,250
New +$568K 0.05% 186