Horst & Graben Wealth Management’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
Q3
Sell
-5,379
Closed -$273K 162
2024
Q2
$273K Sell
5,379
-24,281
-82% -$1.23M 0.05% 116
2024
Q1
$1.5M Sell
29,660
-265,989
-90% -$13.5M 0.31% 44
2023
Q4
$14.9M Buy
295,649
+19,567
+7% +$988K 3.28% 9
2023
Q3
$14M Buy
+276,082
New +$14M 3.45% 10