Physician 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 Q1	–	Sell	-8,926	Closed	-$451K	–	1521
2024 Q4	$451K	Sell	8,926 -1,690	-16%	-$85.3K	0.08%	102
2024 Q3	$536K	Buy	10,616 +198	+2%	+$10K	0.1%	87
2024 Q2	$527K	Buy	+10,418	New	+$527K	0.1%	89