DB Wealth Management Group’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $210K | Sell |
4,160
-1,689
| -29% | -$85.2K | 0.12% | 86 |
|
|
2023
Q3 | $297K | Sell |
5,849
-622
| -10% | -$31.6K | 0.19% | 71 |
|
|
2023
Q2 | $328K | Hold |
6,471
| – | – | 0.2% | 69 |
|
|
2023
Q1 | $327K | Buy |
6,471
+1,114
| +21% | +$56.4K | 0.21% | 66 |
|
|
2022
Q4 | $270K | Buy |
5,357
+1,116
| +26% | +$56.3K | 0.17% | 70 |
|
|
2022
Q3 | $214K | Buy |
4,241
+1,518
| +56% | +$76.6K | 0.15% | 80 |
|
|
2022
Q2 | $137K | Buy |
+2,723
| New | +$137K | 0.09% | 92 |
|