Beverly Hills Private Wealth’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 Q2	–	Sell	-4,420	Closed	-$224K	–	363
2024 Q1	$224K	Sell	4,420 -5,166	-54%	-$262K	0.05%	323
2023 Q4	$484K	Buy	9,586 +2,733	+40%	+$138K	0.13%	172
2023 Q3	$348K	Sell	6,853 -5,881	-46%	-$298K	0.1%	209
2023 Q2	$644K	Buy	+12,734	New	+$644K	0.11%	202