EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38K | Hold |
47
| – | – | ﹤0.01% | 3443 |
|
|
2025
Q1 | $2.38K | Hold |
47
| – | – | ﹤0.01% | 2848 |
|
|
2024
Q4 | $2.37K | Buy |
+47
| New | +$2.37K | ﹤0.01% | 2650 |
|
|
2024
Q2 | – | Sell |
-211
| Closed | -$10.7K | – | 3144 |
|
|
2024
Q1 | $10.7K | Sell |
211
-3,487
| -94% | -$177K | ﹤0.01% | 1655 |
|
|
2023
Q4 | $187K | Sell |
3,698
-2,771
| -43% | -$140K | 0.02% | 446 |
|
|
2023
Q3 | $328K | Buy |
+6,469
| New | +$328K | 0.03% | 290 |
|