Lifeworks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
+5,490
| New | +$278K | 0.04% | 258 |
|
|
2025
Q1 | – | Sell |
-4,030
| Closed | -$203K | – | 332 |
|
|
2024
Q4 | $203K | Sell |
4,030
-488
| -11% | -$24.6K | 0.04% | 294 |
|
|
2024
Q3 | $229K | Buy |
4,518
+481
| +12% | +$24.3K | 0.04% | 270 |
|
|
2024
Q2 | $205K | Sell |
4,037
-5,580
| -58% | -$283K | 0.06% | 218 |
|
|
2024
Q1 | $487K | Buy |
+9,617
| New | +$487K | 0.14% | 129 |
|