Ritholtz Wealth Management’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
Q3 | – | Sell |
-4,644
| Closed | -$235K | – | 913 |
|
2024
Q2 | $235K | Sell |
4,644
-6,060
| -57% | -$307K | 0.01% | 719 |
|
2024
Q1 | $543K | Buy |
10,704
+992
| +10% | +$50.3K | 0.02% | 504 |
|
2023
Q4 | $490K | Buy |
+9,712
| New | +$490K | 0.02% | 495 |
|
2023
Q3 | – | Sell |
-12,279
| Closed | -$622K | – | 742 |
|
2023
Q2 | $622K | Buy |
+12,279
| New | +$622K | 0.03% | 384 |
|