Destination Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.98M Sell
2025
Q1
$2.19M Buy
2024
Q4
$2.07M Sell
2024
Q3
$2.08M Buy
2024
Q2
$2.05M Buy
2024
Q1
$2.04M Sell
2023
Q4
$2.04M Buy
2023
Q3
$2.01M Buy
2023
Q2
$1.85M Buy
2023
Q1
$1.25M Buy
2022
Q4
$990K Buy