Guardian Wealth Advisors (North Carolina)’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
Q2 | $462K | Sell |
9,123
-261
| -3% | -$13.2K | 0.03% | 206 |
|
|
2025
Q1 | $475K | Sell |
9,384
-964
| -9% | -$48.8K | 0.04% | 193 |
|
|
2024
Q4 | $522K | Buy |
10,348
+309
| +3% | +$15.6K | 0.04% | 184 |
|
|
2024
Q3 | $508K | Buy |
10,039
+45
| +0.5% | +$2.28K | 0.05% | 162 |
|
|
2024
Q2 | $506K | Sell |
9,994
-198
| -2% | -$10K | 0.06% | 153 |
|
|
2024
Q1 | $517K | Sell |
10,192
-6,752
| -40% | -$342K | 0.06% | 147 |
|
|
2023
Q4 | $855K | Buy |
16,944
+10,569
| +166% | +$533K | 0.13% | 97 |
|
|
2023
Q3 | $323K | Hold |
6,375
| – | – | 0.06% | 178 |
|
|
2023
Q2 | $323K | Sell |
6,375
-8,625
| -58% | -$437K | 0.06% | 165 |
|
|
2023
Q1 | $759K | Buy |
15,000
+702
| +5% | +$35.5K | 0.13% | 89 |
|
|
2022
Q4 | $721K | Buy |
+14,298
| New | +$721K | 0.14% | 88 |
|