Heritage Wealth Management (Arizona)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$690K	Sell
2024 Q1	$707K	Buy
2023 Q4	$684K	Buy