Certus Wealth 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
2024 Q2	–	Sell	-25,663	Closed	-$1.3M	–	53
2024 Q1	$1.3M	Sell	25,663 -13,010	-34%	-$657K	1.03%	23
2023 Q4	$1.95M	Sell	38,673 -34	-0.1%	-$1.72K	1.66%	15
2023 Q3	$1.96M	Buy	+38,707	New	+$1.96M	1.88%	14