Geneos Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $707K | Sell |
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|
2025
Q2 | $872K | Sell |
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|
2025
Q1 | $2.02M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $788K | Buy |
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|
2023
Q1 | $490K | Buy |
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|
2022
Q4 | $168K | Buy |
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|
2022
Q3 | $45K | Buy |
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|
2022
Q2 | $35K | Buy |
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