KCS Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $700K | Sell |
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|
2023
Q2 | $3.11M | Buy |
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|
2023
Q1 | $894K | Buy |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $379K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $374K | Sell |
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|
2021
Q2 | $1.63M | Sell |
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|
2021
Q1 | $1.98M | Buy |
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|
2020
Q4 | $516K | Buy |
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|
2020
Q3 | $210K | Sell |
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|
2020
Q2 | $216K | Sell |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $285K | Buy |
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|
2019
Q3 | $8.35K | Buy |
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