Foundations Investment Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,988
| Closed | -$655K | – | 926 |
|
|
2024
Q4 | $655K | Buy |
+12,988
| New | +$655K | 0.01% | 480 |
|
|
2024
Q2 | – | Sell |
-4,081
| Closed | -$207K | – | 801 |
|
|
2024
Q1 | $207K | Sell |
4,081
-234,491
| -98% | -$11.9M | 0.01% | 673 |
|
|
2023
Q4 | $12M | Sell |
238,572
-119,274
| -33% | -$6.02M | 0.32% | 64 |
|
|
2023
Q3 | $18.2M | Buy |
+357,846
| New | +$18.2M | 0.56% | 41 |
|