RCS Financial Planning’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
Q1
Sell
-28,453
Closed -$1.44M 74
2023
Q4
$1.44M Buy
28,453
+7,066
+33% +$357K 0.94% 24
2023
Q3
$1.09M Buy
+21,387
New +$1.09M 0.83% 27