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Gen-Wealth Partners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Gen-Wealth Partners’s Portfolio TFLO Stock Details TFLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$304 – 684
2024
Q1 		$304 Buy
+6
New +$304 ﹤0.01% 613

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RJFSA
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OA
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Gen-Wealth Partners's TFLO Position: Q2 2024 in Review

Gen-Wealth Partners sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q2 2024, closing a stake of 6 shares — an estimated $304 sold.

Gen-Wealth Partners first reported a position in TFLO in Q1 2024 and held it in 1 quarter. The position peaked at $304 in Q1 2024. 413 funds tracked by Wall St. Rank hold TFLO as of Q2 2024.

  • Gen-Wealth Partners reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 6 iShares Treasury Floating Rate Bond ETF shares in Q2 2024, an estimated $304.
  • Gen-Wealth Partners first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's iShares Treasury Floating Rate Bond ETF position peaked at $304 in Q1 2024.
  • 413 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.