Dakota Wealth Management’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
2024
Q4
Sell
-9,652
Closed -$488K 788
2024
Q3
$488K Buy
9,652
+2,000
+26% +$101K 0.01% 502
2024
Q2
$388K Buy
+7,652
New +$388K 0.01% 537