LifePlan Investment Advisors’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 Q1	–	Sell	-13,296	Closed	-$671K	–	86
2023 Q4	$671K	Buy	13,296 +1,825	+16%	+$92.1K	0.61%	35
2023 Q3	$582K	Buy	+11,471	New	+$582K	0.62%	33