BWA
BlueChip Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,428
| Closed | -$325K | – | 158 |
|
|
2024
Q3 | $325K | Sell |
6,428
-2,374
| -27% | -$120K | 0.17% | 110 |
|
|
2024
Q2 | $446K | Sell |
8,802
-989
| -10% | -$50.1K | 0.26% | 79 |
|
|
2024
Q1 | $496K | Buy |
9,791
+1,482
| +18% | +$75.1K | 0.32% | 59 |
|
|
2023
Q4 | $419K | Buy |
+8,309
| New | +$419K | 0.29% | 69 |
|