HCR Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

HCR Wealth Advisors’s Portfolio TFLO Stock Details TFLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$973K	Sell
2025 Q2	$1.09M	Sell
2025 Q1	$1.74M	Sell
2024 Q4	$2M	Sell
2024 Q3	$2.05M	Sell
2024 Q2	$2.24M	Buy
2024 Q1	$1.78M	Sell
2023 Q4	$1.81M	Buy
2023 Q3	$706K	Buy