IFWM
Institute for Wealth Management’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 | $431K | Buy |
8,518
+147
| +2% | +$7.45K | 0.05% | 340 |
|
|
2025
Q1 | $424K | Buy |
8,371
+393
| +5% | +$19.9K | 0.05% | 326 |
|
|
2024
Q4 | $403K | Buy |
7,978
+94
| +1% | +$4.74K | 0.05% | 334 |
|
|
2024
Q3 | $399K | Buy |
7,884
+646
| +9% | +$32.7K | 0.05% | 349 |
|
|
2024
Q2 | $367K | Sell |
7,238
-18
| -0.2% | -$912 | 0.05% | 345 |
|
|
2024
Q1 | $368K | Sell |
7,256
-8,233
| -53% | -$417K | 0.05% | 341 |
|
|
2023
Q4 | $782K | Buy |
15,489
+11,446
| +283% | +$578K | 0.13% | 185 |
|
|
2023
Q3 | $205K | Buy |
+4,043
| New | +$205K | 0.04% | 424 |
|