Cardinal Point Capital Management’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 | $16.1M | Buy |
318,421
+166,392
| +109% | +$8.43M | 1.28% | 20 |
|
|
2025
Q1 | $7.7M | Sell |
152,029
-12,730
| -8% | -$645K | 0.71% | 40 |
|
|
2024
Q4 | $8.32M | Buy |
164,759
+97,798
| +146% | +$4.94M | 1.32% | 14 |
|
|
2024
Q3 | $3.39M | Sell |
66,961
-20,027
| -23% | -$1.01M | 0.56% | 19 |
|
|
2024
Q2 | $4.41M | Buy |
86,988
+38,960
| +81% | +$1.97M | 0.77% | 18 |
|
|
2024
Q1 | $2.43M | Buy |
48,028
+18,023
| +60% | +$914K | 0.46% | 19 |
|
|
2023
Q4 | $1.51M | Buy |
30,005
+3,540
| +13% | +$179K | 0.37% | 18 |
|
|
2023
Q3 | $1.34M | Buy |
26,465
+2,015
| +8% | +$102K | 0.35% | 20 |
|
|
2023
Q2 | $1.24M | Sell |
24,450
-4,880
| -17% | -$247K | 0.37% | 22 |
|
|
2023
Q1 | $1.48M | Buy |
+29,330
| New | +$1.48M | 0.45% | 18 |
|