Legacy Capital Group California’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
2023
Q4
Sell
-4,403
Closed -$223K 309
2023
Q3
$223K Hold
4,403
0.1% 248
2023
Q2
$223K Sell
4,403
-2,721
-38% -$138K 0.09% 243
2023
Q1
$360K Buy
+7,124
New +$360K 0.18% 171