Carson Wealth (CWM LLC)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.89M | Sell |
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|
2025
Q2 | $5.69M | Buy |
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|
2025
Q1 | $4.89M | Buy |
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|
2024
Q4 | $4.2M | Buy |
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|
2024
Q3 | $3.87M | Sell |
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|
2024
Q2 | $7.51M | Sell |
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|
2024
Q1 | $8.8M | Sell |
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|
2023
Q4 | $187M | Sell |
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|
2023
Q3 | $205M | Buy |
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|
2023
Q2 | $40.4M | Buy |
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|
2023
Q1 | $40.3M | Buy |
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|
2022
Q4 | $59K | Buy |
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