PBMares Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Sell |
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|
2025
Q1 | $566K | Buy |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $412K | Buy |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $323K | Sell |
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|
2023
Q4 | $741K | Buy |
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|
2023
Q3 | $496K | Buy |
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|
2023
Q2 | $463K | Buy |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | $247K | Buy |
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