Keebeck 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
2024 Q1	–	Sell	-11,689	Closed	-$590K	–	288
2023 Q4	$590K	Sell	11,689 -1,496	-11%	-$75.5K	0.1%	162
2023 Q3	$669K	Buy	+13,185	New	+$669K	0.12%	145