FWP
Firethorn Wealth Partners’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 | – | Sell |
-6,445
| Closed | -$327K | – | 162 |
|
|
2024
Q2 | $327K | Sell |
6,445
-4,540
| -41% | -$230K | 0.18% | 103 |
|
|
2024
Q1 | $557K | Sell |
10,985
-19,797
| -64% | -$1M | 0.33% | 72 |
|
|
2023
Q4 | $1.55M | Sell |
30,782
-1,827
| -6% | -$92.2K | 1.02% | 22 |
|
|
2023
Q3 | $1.65M | Buy |
+32,609
| New | +$1.65M | 1.27% | 16 |
|