Quotient Wealth Partners’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
Q2 | $237K | Hold |
4,679
| – | – | 0.01% | 316 |
|
|
2025
Q1 | $237K | Hold |
4,679
| – | – | 0.01% | 304 |
|
|
2024
Q4 | $236K | Sell |
4,679
-53
| -1% | -$2.68K | 0.01% | 290 |
|
|
2024
Q3 | $239K | Sell |
4,732
-1,758
| -27% | -$89K | 0.01% | 286 |
|
|
2024
Q2 | $329K | Sell |
6,490
-11,016
| -63% | -$558K | 0.01% | 235 |
|
|
2024
Q1 | $887K | Sell |
17,506
-32,918
| -65% | -$1.67M | 0.03% | 115 |
|
|
2023
Q4 | $2.54M | Buy |
+50,424
| New | +$2.54M | 0.1% | 80 |
|