Greenup Street Wealth Management’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
Q1 | – | Sell |
-4,507
| Closed | -$227K | – | 93 |
|
|
2023
Q4 | $227K | Sell |
4,507
-4,468
| -50% | -$226K | 0.06% | 76 |
|
|
2023
Q3 | $455K | Sell |
8,975
-1,883
| -17% | -$95.5K | 0.15% | 65 |
|
|
2023
Q2 | $550K | Sell |
10,858
-712
| -6% | -$36.1K | 0.15% | 75 |
|
|
2023
Q1 | $585K | Buy |
11,570
+1,877
| +19% | +$95K | 0.21% | 57 |
|
|
2022
Q4 | $489K | Buy |
+9,693
| New | +$489K | 0.2% | 66 |
|