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Kingswood Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Kingswood Wealth Advisors’s Portfolio TFLO Stock Details TFLO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.24M Buy
+24,425
New +$1.24M 0.1% 225
2023
Q4 		– Sell
-7,369
Closed -$374K – 670
2023
Q3 		$374K Buy
+7,369
New +$374K 0.06% 295