Market Street Wealth Management 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
Q2
Sell
-17,633
Closed -$894K 93
2024
Q1
$894K Sell
17,633
-17,300
-50% -$877K 0.16% 55
2023
Q4
$1.76M Sell
34,933
-416,977
-92% -$21M 0.37% 38
2023
Q3
$22.9M Buy
+451,910
New +$22.9M 5.87% 5