Cornerstone Planning Group’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 | $8.09K | Buy |
160
+1
| +0.6% | +$51 | ﹤0.01% | 607 |
|
|
2025
Q1 | $8.03K | Buy |
159
+2
| +1% | +$101 | ﹤0.01% | 624 |
|
|
2024
Q4 | $7.97K | Sell |
157
-212
| -57% | -$10.8K | ﹤0.01% | 480 |
|
|
2024
Q3 | $18.7K | Sell |
369
-482
| -57% | -$24.4K | ﹤0.01% | 304 |
|
|
2024
Q2 | $42.9K | Sell |
851
-41
| -5% | -$2.07K | 0.01% | 221 |
|
|
2024
Q1 | $45K | Sell |
892
-5,349
| -86% | -$270K | 0.01% | 185 |
|
|
2023
Q4 | $315K | Sell |
6,241
-4,029
| -39% | -$203K | 0.1% | 60 |
|
|
2023
Q3 | $521K | Buy |
10,270
+9,784
| +2,013% | +$496K | 0.2% | 42 |
|
|
2023
Q2 | $24.6K | Buy |
+486
| New | +$24.6K | 0.01% | 388 |
|
|
2022
Q4 | $23.9K | Buy |
+474
| New | +$23.9K | 0.01% | 408 |
|