RIA
Regal Investment Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
12,716
+1,698
| +15% | +$86K | 0.05% | 303 |
|
|
2025
Q1 | $558K | Sell |
11,018
-7,307
| -40% | -$370K | 0.05% | 305 |
|
|
2024
Q4 | $925K | Buy |
18,325
+3,161
| +21% | +$160K | 0.07% | 239 |
|
|
2024
Q3 | $767K | Sell |
15,164
-18,214
| -55% | -$922K | 0.05% | 279 |
|
|
2024
Q2 | $1.69M | Buy |
33,378
+4,757
| +17% | +$241K | 0.11% | 195 |
|
|
2024
Q1 | $1.45M | Sell |
28,621
-91,984
| -76% | -$4.66M | 0.1% | 204 |
|
|
2023
Q4 | $6.09M | Buy |
120,605
+1,416
| +1% | +$71.5K | 0.46% | 60 |
|
|
2023
Q3 | $6.05M | Buy |
119,189
+70,645
| +146% | +$3.58M | 0.51% | 53 |
|
|
2023
Q2 | $2.46M | Sell |
48,544
-4,488
| -8% | -$227K | 0.21% | 123 |
|
|
2023
Q1 | $2.68M | Buy |
53,032
+6,399
| +14% | +$324K | 0.24% | 117 |
|
|
2022
Q4 | $2.35M | Buy |
46,633
+42,002
| +907% | +$2.12M | 0.23% | 113 |
|
|
2022
Q3 | $234K | Buy |
+4,631
| New | +$234K | 0.02% | 412 |
|