Lane & Associates’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
Q2
Sell
-10,298
Closed -$522K 117
2024
Q1
$522K Sell
10,298
-7,312
-42% -$371K 0.33% 61
2023
Q4
$889K Buy
17,610
+1,616
+10% +$81.6K 0.65% 37
2023
Q3
$812K Buy
+15,994
New +$812K 0.65% 37