DWA
Divergent Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $23.2M | Buy |
458,831
+20,051
| +5% | +$1.01M | 4.24% | 6 |
|
|
2024
Q2 | $22.2M | Sell |
438,780
-1,145
| -0.3% | -$58K | 4.3% | 6 |
|
|
2024
Q1 | $22.3M | Buy |
439,925
+41,187
| +10% | +$2.09M | 4.46% | 6 |
|
|
2023
Q4 | $20.1M | Sell |
398,738
-22,348
| -5% | -$1.13M | 4.21% | 6 |
|
|
2023
Q3 | $21.4M | Buy |
421,086
+249,847
| +146% | +$12.7M | 4.86% | 6 |
|
|
2023
Q2 | $8.68M | Buy |
171,239
+118,856
| +227% | +$6.02M | 1.91% | 12 |
|
|
2023
Q1 | $2.65M | Buy |
52,383
+34,266
| +189% | +$1.73M | 0.62% | 14 |
|
|
2022
Q4 | $913K | Buy |
+18,117
| New | +$913K | 0.23% | 20 |
|