IWS
Insight Wealth Strategies’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,574
| Closed | -$333K | – | 178 |
|
|
2025
Q1 | $333K | Buy |
6,574
+12
| +0.2% | +$608 | 0.04% | 130 |
|
|
2024
Q4 | $331K | Sell |
6,562
-64,628
| -91% | -$3.26M | 0.04% | 133 |
|
|
2024
Q3 | $3.6M | Sell |
71,190
-155,893
| -69% | -$7.89M | 0.47% | 60 |
|
|
2024
Q2 | $11.5M | Buy |
+227,083
| New | +$11.5M | 1.64% | 17 |
|