Plante Moran Financial 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 |
-130
| Closed | -$6.56K | – | 972 |
|
|
2024
Q4 | $6.56K | Sell |
130
-42
| -24% | -$2.12K | ﹤0.01% | 649 |
|
|
2024
Q3 | $8.7K | Hold |
172
| – | – | ﹤0.01% | 616 |
|
|
2024
Q2 | $8.71K | Hold |
172
| – | – | ﹤0.01% | 590 |
|
|
2024
Q1 | $8.72K | Hold |
172
| – | – | ﹤0.01% | 626 |
|
|
2023
Q4 | $8.68K | Buy |
+172
| New | +$8.68K | ﹤0.01% | 572 |
|