Heritage Family Offices’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 Q1	–	Sell	-12,779	Closed	-$645K	–	195
2024 Q4	$645K	Buy	12,779 +678	+6%	+$34.2K	0.32%	69
2024 Q3	$612K	Sell	12,101 -1,528	-11%	-$77.3K	0.32%	71
2024 Q2	$690K	Buy	+13,629	New	+$690K	0.38%	61