Meridian Wealth Management’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 | $7.44M | Buy |
146,845
+16,688
| +13% | +$845K | 0.32% | 68 |
|
|
2025
Q1 | $6.59M | Sell |
130,157
-18,844
| -13% | -$955K | 0.32% | 69 |
|
|
2024
Q4 | $7.52M | Buy |
149,001
+46,267
| +45% | +$2.34M | 0.36% | 57 |
|
|
2024
Q3 | $5.2M | Sell |
102,734
-12,504
| -11% | -$633K | 0.26% | 84 |
|
|
2024
Q2 | $5.84M | Buy |
+115,238
| New | +$5.84M | 0.7% | 32 |
|
|
2024
Q1 | – | Sell |
-57,551
| Closed | -$2.9M | – | 511 |
|
|
2023
Q4 | $2.9M | Buy |
57,551
+50,173
| +680% | +$2.53M | 0.19% | 129 |
|
|
2023
Q3 | $374K | Buy |
7,378
+2,366
| +47% | +$120K | 0.02% | 423 |
|
|
2023
Q2 | $254K | Buy |
+5,012
| New | +$254K | 0.02% | 473 |
|