Liberty Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$497K Sell
2025
Q2
$512K Buy
2024
Q4
Sell
2024
Q3
$281K Sell
2024
Q2
$330K Buy
2024
Q1
$373K Sell
2023
Q4
$3.12M Sell
2023
Q3
$3.43M Buy
2023
Q2
$502K Buy
2023
Q1
$362K Buy