Pinnacle Family 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
Q2
Sell
-5,483
Closed -$278K 124
2024
Q1
$278K Sell
5,483
-820
-13% -$41.6K 0.15% 81
2023
Q4
$318K Sell
6,303
-81
-1% -$4.09K 0.19% 75
2023
Q3
$324K Buy
+6,384
New +$324K 0.19% 66