Heritage Wealth Management (Arizona)’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
2024 Q2	$690K	Sell	13,629 -325	-2%	-$16.5K	0.38%	61
2024 Q1	$707K	Buy	13,954 +407	+3%	+$20.6K	0.36%	64
2023 Q4	$684K	Buy	+13,547	New	+$684K	0.37%	62