Copperleaf Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
4,229
-1,545
| -27% | -$78.3K | 0.11% | 108 |
|
|
2025
Q1 | $293K | Sell |
5,774
-899
| -13% | -$45.5K | 0.17% | 88 |
|
|
2024
Q4 | $337K | Sell |
6,673
-11,094
| -62% | -$560K | 0.21% | 76 |
|
|
2024
Q3 | $899K | Buy |
17,767
+8
| +0% | +$405 | 0.69% | 50 |
|
|
2024
Q2 | $900K | Sell |
17,759
-13,922
| -44% | -$705K | 0.72% | 41 |
|
|
2024
Q1 | $1.61M | Sell |
31,681
-4,541
| -13% | -$230K | 1.39% | 23 |
|
|
2023
Q4 | $1.83M | Sell |
36,222
-1,113
| -3% | -$56.2K | 1.86% | 15 |
|
|
2023
Q3 | $1.89M | Buy |
+37,335
| New | +$1.89M | 2.05% | 11 |
|