IFP Advisors’s Innovator 20+ Year Treasury Bond 5 Floor ETF July TFJL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31
| Closed | -$653 | – | 4666 |
|
|
2024
Q3 | $653 | Buy |
+31
| New | +$653 | ﹤0.01% | 3120 |
|
|
2023
Q4 | – | Sell |
-2,500
| Closed | -$48.2K | – | 3342 |
|
|
2023
Q3 | $48.2K | Hold |
2,500
| – | – | ﹤0.01% | 1576 |
|
|
2023
Q2 | $50.9K | Buy |
2,500
+1,250
| +100% | +$25.4K | ﹤0.01% | 1591 |
|
|
2023
Q1 | $31.2K | Buy |
+1,250
| New | +$31.2K | ﹤0.01% | 1808 |
|