Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,987
| Closed | -$253K | – | 1216 |
|
|
2025
Q1 | $253K | Buy |
+4,987
| New | +$253K | ﹤0.01% | 948 |
|
|
2024
Q3 | – | Sell |
-4,535
| Closed | -$230K | – | 1154 |
|
|
2024
Q2 | $230K | Sell |
4,535
-3,325
| -42% | -$168K | 0.01% | 937 |
|
|
2024
Q1 | $398K | Sell |
7,860
-29,662
| -79% | -$1.5M | 0.01% | 729 |
|
|
2023
Q4 | $1.89M | Sell |
37,522
-1,505
| -4% | -$76K | 0.06% | 294 |
|
|
2023
Q3 | $1.98M | Buy |
39,027
+33,547
| +612% | +$1.7M | 0.07% | 282 |
|
|
2023
Q2 | $278K | Buy |
+5,480
| New | +$278K | 0.01% | 765 |
|