Beacon Financial Advisory’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	-7,356	Closed	-$371K	–	276
2023 Q4	$371K	Sell	7,356 -645	-8%	-$32.6K	0.18%	157
2023 Q3	$406K	Buy	+8,001	New	+$406K	0.22%	136