HWA
HCR Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
21,585
-12,850
| -37% | -$651K | 0.13% | 97 |
|
|
2025
Q1 | $1.74M | Sell |
34,435
-5,175
| -13% | -$262K | 0.23% | 68 |
|
|
2024
Q4 | $2M | Sell |
39,610
-925
| -2% | -$46.7K | 0.25% | 64 |
|
|
2024
Q3 | $2.05M | Sell |
40,535
-3,625
| -8% | -$183K | 0.27% | 61 |
|
|
2024
Q2 | $2.24M | Buy |
44,160
+9,000
| +26% | +$456K | 0.32% | 52 |
|
|
2024
Q1 | $1.78M | Sell |
35,160
-630
| -2% | -$31.9K | 0.27% | 63 |
|
|
2023
Q4 | $1.81M | Buy |
35,790
+21,885
| +157% | +$1.1M | 0.29% | 61 |
|
|
2023
Q3 | $706K | Buy |
+13,905
| New | +$706K | 0.15% | 89 |
|