MWM
TFLO icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
26,374
+8,149
+45% +$413K 0.35% 61
2025
Q1
$923K Sell
18,225
-6,461
-26% -$327K 0.3% 63
2024
Q4
$1.25M Buy
+24,686
New +$1.25M 0.4% 41