Montecito Bank & Trust’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.03M Buy
2025
Q1
$5.54M Sell
2024
Q4
$5.64M Buy
2024
Q3
$5.27M Sell
2024
Q2
$5.31M Buy
2024
Q1
$4.96M Buy
2023
Q4
$4.88M Buy
2023
Q3
$2.15M Buy
2023
Q2
$544K Hold
2023
Q1
$543K Sell
2022
Q4
$740K Buy