Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio TFLO Stock Details TFLO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,486
Closed -$226K – 108
2023
Q4 		$226K Sell
4,486
-83,112
-95% -$4.19M 1.03% 27
2023
Q3 		$4.44M Buy
+87,598
New +$4.44M 1.05% 21