Client 1st Advisory Group’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
$262K Sell
2025
Q2
$283K Sell
2025
Q1
$294K Sell
2024
Q4
$311K Sell
2024
Q3
$786K Sell
2024
Q2
$852K Sell
2024
Q1
$1.01M Buy
2023
Q4
$912K Sell
2023
Q3
$934K Buy