Mount Yale Investment 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
2024
Q1
Sell
-27,572
Closed -$1.39M 562
2023
Q4
$1.39M Sell
27,572
-646
-2% -$32.6K 0.13% 162
2023
Q3
$1.43M Buy
+28,218
New +$1.43M 0.16% 139