OneDigital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Buy |
480,547
+4
| +0% | +$203 | 0.27% | 78 |
|
|
2025
Q1 | $24.3M | Buy |
480,543
+6,794
| +1% | +$344K | 0.29% | 71 |
|
|
2024
Q4 | $23.9M | Sell |
473,749
-281,702
| -37% | -$14.2M | 0.28% | 71 |
|
|
2024
Q3 | $38.2M | Buy |
755,451
+203,462
| +37% | +$10.3M | 0.44% | 46 |
|
|
2024
Q2 | $28M | Buy |
551,989
+310,689
| +129% | +$15.7M | 0.35% | 59 |
|
|
2024
Q1 | $12.2M | Sell |
241,300
-943,460
| -80% | -$47.8M | 0.19% | 108 |
|
|
2023
Q4 | $59.8M | Buy |
1,184,760
+209,785
| +22% | +$10.6M | 1.05% | 17 |
|
|
2023
Q3 | $49.5M | Buy |
+974,975
| New | +$49.5M | 1.07% | 15 |
|