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Copia Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Copia Wealth Management’s Portfolio TFLO Stock Details TFLO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$483K Buy
9,532
+92
+1% +$4.66K 0.41% 49
2025
Q1 		$478K Sell
9,440
-1,603
-15% -$81.2K 0.44% 45
2024
Q4 		$557K Buy
+11,043
New +$557K 0.53% 41