MLA
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My Legacy Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-45,912
Closed -$2.32M 218
2023
Q4
$2.32M Buy
45,912
+1,140
+3% +$57.6K 0.84% 28
2023
Q3
$2.27M Buy
+44,772
New +$2.27M 0.92% 25