Omni 360 Wealth’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
Q2
Sell
-5,234
Closed -$265K 117
2024
Q1
$265K Sell
5,234
-1,791
-25% -$90.8K 0.22% 96
2023
Q4
$355K Buy
+7,025
New +$355K 0.33% 70