IHT 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
2025
Q2
$756K Buy
14,923
+462
+3% +$23.4K 0.02% 576
2025
Q1
$733K Sell
14,461
-1,285
-8% -$65.1K 0.02% 555
2024
Q4
$795K Buy
15,746
+2,673
+20% +$135K 0.03% 527
2024
Q3
$661K Sell
13,073
-2,372
-15% -$120K 0.02% 629
2024
Q2
$782K Sell
15,445
-12,678
-45% -$642K 0.03% 496
2024
Q1
$1.43M Buy
28,123
+12,817
+84% +$650K 0.06% 336
2023
Q4
$772K Sell
15,306
-607
-4% -$30.6K 0.03% 462
2023
Q3
$807K Buy
15,913
+6,323
+66% +$321K 0.04% 404
2023
Q2
$486K Buy
+9,590
New +$486K 0.03% 550