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One Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

One Wealth Advisors’s Portfolio TFLO Stock Details TFLO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-141,333
Closed -$7.13M – 262
2023
Q4 		$7.13M Sell
141,333
-10,519
-7% -$531K 1.37% 20
2023
Q3 		$7.7M Buy
+151,852
New +$7.7M 1.71% 15