Resurgent 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
2024
Q2
Sell
-5,361
Closed -$272K 200
2024
Q1
$272K Sell
5,361
-2,508
-32% -$127K 0.14% 155
2023
Q4
$397K Buy
7,869
+1,714
+28% +$86.5K 0.24% 109
2023
Q3
$312K Buy
+6,155
New +$312K 0.21% 108