Creative Planning’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 | $17.1M | Buy |
337,510
+32,917
| +11% | +$1.67M | 0.01% | 373 |
|
|
2025
Q1 | $15.4M | Buy |
304,593
+90,529
| +42% | +$4.59M | 0.01% | 374 |
|
|
2024
Q4 | $10.8M | Buy |
214,064
+66,327
| +45% | +$3.35M | 0.01% | 417 |
|
|
2024
Q3 | $7.48M | Buy |
147,737
+20,883
| +16% | +$1.06M | 0.01% | 525 |
|
|
2024
Q2 | $6.43M | Sell |
126,854
-5,387
| -4% | -$273K | 0.01% | 541 |
|
|
2024
Q1 | $6.7M | Sell |
132,241
-8,119
| -6% | -$412K | 0.01% | 522 |
|
|
2023
Q4 | $7.08M | Buy |
140,360
+12,742
| +10% | +$643K | 0.01% | 472 |
|
|
2023
Q3 | $6.48M | Buy |
127,618
+27,321
| +27% | +$1.39M | 0.01% | 457 |
|
|
2023
Q2 | $5.08M | Buy |
100,297
+20,690
| +26% | +$1.05M | 0.01% | 513 |
|
|
2023
Q1 | $4.03M | Buy |
79,607
+55,135
| +225% | +$2.79M | 0.01% | 559 |
|
|
2022
Q4 | $1.23M | Buy |
24,472
+9,267
| +61% | +$467K | ﹤0.01% | 939 |
|
|
2022
Q3 | $768K | Buy |
+15,205
| New | +$768K | ﹤0.01% | 1078 |
|