CWA
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Clearview 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
Q2
Sell
-35,761
Closed -$1.81M 116
2024
Q1
$1.81M Buy
35,761
+18,204
+104% +$923K 1.85% 10
2023
Q4
$886K Buy
17,557
+986
+6% +$49.8K 1.03% 30
2023
Q3
$841K Buy
+16,571
New +$841K 1.04% 27