Optivise Advisory Services’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	$20M	Sell	395,307 -193,632	-33%	-$9.81M	10.23%	1
2025 Q1	$29.8M	Buy	588,939 +231,021	+65%	+$11.7M	16.74%	1
2024 Q4	$18.1M	Sell	357,918 -313,478	-47%	-$15.8M	9.74%	1
2024 Q3	$34M	Buy	671,396 +237,991	+55%	+$12M	17.88%	1
2024 Q2	$22M	Buy	+433,405	New	+$22M	11.85%	1