GGM Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $17.8M | Buy |
352,296
+20,653
| +6% | +$1.05M | 9.92% | 1 |
|
|
2024
Q4 | $16.7M | Sell |
331,643
-100,905
| -23% | -$5.09M | 8.75% | 1 |
|
|
2024
Q3 | $21.9M | Buy |
432,548
+10,177
| +2% | +$515K | 9.43% | 1 |
|
|
2024
Q2 | $21.4M | Buy |
422,371
+2,964
| +0.7% | +$150K | 9.79% | 1 |
|
|
2024
Q1 | $21.2M | Sell |
419,407
-53,546
| -11% | -$2.71M | 9.87% | 1 |
|
|
2023
Q4 | $24M | Sell |
472,953
-106,811
| -18% | -$5.41M | 9.91% | 1 |
|
|
2023
Q3 | $29.4M | Buy |
579,764
+38,707
| +7% | +$1.96M | 12.73% | 1 |
|
|
2023
Q2 | $27.3M | Buy |
541,057
+40,065
| +8% | +$2.02M | 11.08% | 1 |
|
|
2023
Q1 | $25.3M | Buy |
500,992
+222,649
| +80% | +$11.3M | 14.47% | 1 |
|
|
2022
Q4 | $14M | Buy |
+278,343
| New | +$14M | 7.24% | 1 |
|