Keystone Financial Group (Kentucky)’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
$666K Buy
13,154
+74
+0.6% +$3.74K 0.05% 257
2025
Q4
$660K Sell
13,080
-1,289
-9% -$65.1K 0.05% 224
2025
Q3
$727K Sell
14,369
-2,265
-14% -$114K 0.06% 199
2025
Q2
$843K Sell
16,634
-93
-0.6% -$4.7K 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% +$10.2K 0.08% 158
2024
Q3
$840K Buy
+16,603
New +$839K 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

Other funds holding TFLO