Institute for Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $414K | Sell |
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|
2025
Q4 | $412K | Sell |
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|
2025
Q3 | $435K | Buy |
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|
2025
Q2 | $431K | Buy |
|
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|
2025
Q1 | $424K | Buy |
|
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|
2024
Q4 | $403K | Buy |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $782K | Buy |
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|
2023
Q3 | $205K | Buy |
|