GoalVest Advisory’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
2024
Q2
Sell
-214
Closed -$10.8K 407
2024
Q1
$10.8K Hold
214
﹤0.01% 307
2023
Q4
$10.8K Sell
214
-453
-68% -$22.9K ﹤0.01% 249
2023
Q3
$33.8K Buy
667
+214
+47% +$10.9K 0.02% 170
2023
Q2
$23K Buy
+453
New +$23K 0.01% 189