Palo Alto Wealth 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 | $4.43M | Sell |
87,525
-36,743
| -30% | -$1.86M | 1.68% | 14 |
|
|
2025
Q1 | $6.28M | Buy |
124,268
+64,241
| +107% | +$3.25M | 2.45% | 12 |
|
|
2024
Q4 | $3.03M | Buy |
60,027
+18,293
| +44% | +$923K | 1.06% | 16 |
|
|
2024
Q3 | $2.11M | Sell |
41,734
-18,474
| -31% | -$934K | 0.87% | 16 |
|
|
2024
Q2 | $3.05M | Buy |
60,208
+13,015
| +28% | +$659K | 2.11% | 12 |
|
|
2024
Q1 | $2.39M | Buy |
47,193
+31,668
| +204% | +$1.61M | 1.69% | 12 |
|
|
2023
Q4 | $784K | Buy |
+15,525
| New | +$784K | 0.59% | 20 |
|