Panoramic 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
2024
Q1
$830K Sell
16,365
-19,302
-54% -$978K 0.61% 41
2023
Q4
$1.8M Sell
35,667
-1,986
-5% -$100K 1.56% 17
2023
Q3
$1.91M Buy
+37,653
New +$1.91M 1.76% 15
2022
Q4
$2.34M Buy
+46,355
New +$2.34M 2.4% 10