Elevation Wealth Partners’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
$501K Hold
9,886
0.2% 71
2025
Q1
$501K Hold
9,886
0.22% 68
2024
Q4
$499K Buy
+9,886
New +$499K 0.21% 68