Kiely Wealth Advisory Group’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 Q4	$10M	Sell	198,104 -22,616	-10%	-$1.14M	6.44%	4
2024 Q3	$11.1M	Sell	220,720 -208,678	-49%	-$10.5M	7.06%	4
2024 Q2	$21.7M	Sell	429,398 -3,798	-0.9%	-$192K	11.94%	3
2024 Q1	$21.9M	Sell	433,196 -3,196	-0.7%	-$162K	12.49%	2
2023 Q4	$22.1M	Buy	+436,392	New	+$22.1M	12.79%	2