Cahill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Sell |
13,229
-2,909
| -18% | -$147K | 0.08% | 142 |
|
|
2025
Q1 | $818K | Sell |
16,138
-38,379
| -70% | -$1.94M | 0.11% | 131 |
|
|
2024
Q4 | $2.75M | Sell |
54,517
-6,707
| -11% | -$339K | 0.37% | 46 |
|
|
2024
Q3 | $3.1M | Sell |
61,224
-12,961
| -17% | -$656K | 0.42% | 41 |
|
|
2024
Q2 | $3.76M | Buy |
74,185
+10,489
| +16% | +$531K | 0.51% | 38 |
|
|
2024
Q1 | $3.23M | Sell |
63,696
-29,598
| -32% | -$1.5M | 0.44% | 46 |
|
|
2023
Q4 | $4.71M | Buy |
93,294
+38,133
| +69% | +$1.92M | 0.7% | 32 |
|
|
2023
Q3 | $2.8M | Buy |
+55,161
| New | +$2.8M | 0.46% | 43 |
|