MAS
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MPWM Advisory Solutions’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.95M Buy
58,314
+18,548
+47% +$939K 1.87% 12
2025
Q1
$2.01M Sell
39,766
-7,446
-16% -$377K 1.46% 16
2024
Q4
$2.38M Buy
+47,212
New +$2.38M 1.74% 15