Keystone Financial Group (Kentucky)’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
2025
Q2
$843K Sell
16,634
-93
-0.6% -$4.71K 0.08% 168
2025
Q1
$847K Sell
16,727
-77
-0.5% -$3.9K 0.09% 163
2024
Q4
$848K Buy
16,804
+201
+1% +$10.1K 0.08% 158
2024
Q3
$840K Buy
+16,603
New +$840K 0.11% 138
2024
Q2
Sell
-26,019
Closed -$1.32M 301
2024
Q1
$1.32M Buy
+26,019
New +$1.32M 0.19% 88