ICA Group 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
Q2 | $3.21M | Buy |
63,454
+5,495
| +9% | +$278K | 1.93% | 13 |
|
|
2024
Q1 | $2.94M | Buy |
57,959
+10,122
| +21% | +$513K | 0.59% | 37 |
|
|
2023
Q4 | $2.41M | Buy |
47,837
+36,168
| +310% | +$1.83M | 0.54% | 37 |
|
|
2023
Q3 | $590K | Buy |
11,669
+10,043
| +618% | +$508K | 0.17% | 118 |
|
|
2023
Q2 | $82.4K | Buy |
+1,626
| New | +$82.4K | 0.02% | 374 |
|
|
2023
Q1 | – | Sell |
-1,312
| Closed | -$66.1K | – | 1370 |
|
|
2022
Q4 | $66.1K | Buy |
+1,312
| New | +$66.1K | 0.02% | 452 |
|