Liberty 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 | $512K | Buy |
+10,112
| New | +$512K | 0.08% | 123 |
|
|
2024
Q4 | – | Sell |
-5,544
| Closed | -$281K | – | 239 |
|
|
2024
Q3 | $281K | Sell |
5,544
-179,902
| -97% | -$9.12M | 0.05% | 161 |
|
|
2024
Q2 | $330K | Buy |
185,446
+178,081
| +2,418% | +$317K | 0.06% | 146 |
|
|
2024
Q1 | $373K | Sell |
7,365
-54,495
| -88% | -$2.76M | 0.07% | 123 |
|
|
2023
Q4 | $3.12M | Sell |
61,860
-5,684
| -8% | -$287K | 0.67% | 32 |
|
|
2023
Q3 | $3.43M | Buy |
67,544
+57,641
| +582% | +$2.92M | 0.85% | 32 |
|
|
2023
Q2 | $502K | Buy |
9,903
+2,751
| +38% | +$139K | 0.12% | 90 |
|
|
2023
Q1 | $362K | Buy |
+7,152
| New | +$362K | 0.07% | 150 |
|