Moulton Wealth Management’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
2026
Q2
$13.7M Sell
271,371
-190,031
-41% -$9.61M 9.01% 2
2026
Q1
$23.3M Buy
+461,402
New +$23.3M 15.87% 1
2025
Q4
Sell
-205,004
Closed -$10.4M 54
2025
Q3
$10.4M Sell
205,004
-15,506
-7% -$784K 7.54% 3
2025
Q2
$11.1M Sell
220,510
-113,615
-34% -$5.74M 8.42% 5
2025
Q1
$16.9M Buy
334,125
+48,253
+17% +$2.44M 12.91% 3
2024
Q4
$14.4M Sell
285,872
-99,202
-26% -$5.01M 11.08% 3
2024
Q3
$19.4M Sell
385,074
-79,377
-17% -$4.01M 16.2% 2
2024
Q2
$23.5M Buy
464,451
+14,694
+3% +$743K 21.27% 2
2024
Q1
$22.8M Buy
449,757
+58,688
+15% +$2.97M 23.91% 1
2023
Q4
$19.8M Buy
391,069
+7,819
+2% +$396K 25.37% 2
2023
Q3
$19.4M Buy
383,250
+22,769
+6% +$1.15M 28.55% 2
2023
Q2
$18.3M Buy
360,481
+82,261
+30% +$4.16M 32.32% 2
2023
Q1
$14M Buy
278,220
+148,979
+115% +$7.52M 30.9% 2
2022
Q4
$6.52M Buy
+129,241
New +$6.52M 22.31% 2

Other funds holding TFLO