MN Wealth 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 | $376K | Sell |
7,419
-16,523
| -69% | -$837K | 0.22% | 82 |
|
|
2025
Q1 | $1.21M | Sell |
23,942
-10,142
| -30% | -$514K | 0.71% | 37 |
|
|
2024
Q4 | $1.72M | Buy |
34,084
+16,477
| +94% | +$832K | 0.97% | 23 |
|
|
2024
Q3 | $891K | Sell |
17,607
-17,014
| -49% | -$861K | 0.51% | 43 |
|
|
2024
Q2 | $1.75M | Sell |
34,621
-595
| -2% | -$30.1K | 1.02% | 23 |
|
|
2024
Q1 | $1.79M | Buy |
35,216
+7,748
| +28% | +$393K | 1.1% | 21 |
|
|
2023
Q4 | $1.39M | Buy |
+27,468
| New | +$1.39M | 0.96% | 21 |
|