Milestone Asset 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
$9.44M Buy
186,290
+179,907
+2,819% +$9.11M 1.99% 8
2025
Q1
$323K Buy
+6,383
New +$323K 0.07% 177
2023
Q4
Sell
-4,690
Closed -$237K 98
2023
Q3
$237K Sell
4,690
-2,741
-37% -$138K 0.08% 72
2023
Q2
$377K Sell
7,431
-7,033
-49% -$356K 0.17% 39
2023
Q1
$732K Buy
14,464
+7,162
+98% +$362K 0.42% 30
2022
Q4
$369K Buy
+7,302
New +$369K 0.22% 39